HH
LONZ icon

Hilltop Holdings’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Hilltop Holdings’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Buy
36,132
+3,494
+11% +$173K 0.14% 167
2026
Q1 		$1.61M Buy
32,638
+1,276
+4% +$63.6K 0.14% 160
2025
Q4 		$1.58M Sell
31,362
-180
-0.6% -$9.11K 0.09% 244
2025
Q3 		$1.61M Buy
31,542
+869
+3% +$44.3K 0.09% 261
2025
Q2 		$1.56M Buy
30,673
+1,097
+4% +$55.1K 0.1% 233
2025
Q1 		$1.49M Buy
29,576
+1,732
+6% +$88K 0.09% 239
2024
Q4 		$1.42M Buy
27,844
+673
+2% +$34.5K 0.09% 242
2024
Q3 		$1.39M Buy
27,171
+3,194
+13% +$163K 0.09% 244
2024
Q2 		$1.23M Sell
23,977
-58
-0.2% -$2.97K 0.14% 186
2024
Q1 		$1.23M Buy
24,035
+1,176
+5% +$59.7K 0.13% 194
2023
Q4 		$1.15M Buy
22,859
+450
+2% +$22.6K 0.13% 197
2023
Q3 		$1.13M Buy
22,409
+827
+4% +$41.4K 0.13% 185
2023
Q2 		$1.08M Buy
21,582
+1,430
+7% +$70.6K 0.13% 180
2023
Q1 		$997K Buy
20,152
+188
+0.9% +$9.32K 0.13% 163
2022
Q4 		$974K Buy
+19,964
New +$977K 0.12% 164

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hilltop Holdings's LONZ Position: Q2 2026 in Review

Hilltop Holdings increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 11% in Q2 2026, buying an estimated $173K and bringing the position to 36,132 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #167.

Hilltop Holdings first reported a position in LONZ in Q4 2022 and has held it in 15 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Hilltop Holdings held 36,132 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.78M as of Q2 2026.
  • Hilltop Holdings bought 3,494 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $173K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.14% of Hilltop Holdings's portfolio in Q2 2026, its #167 holding.
  • Hilltop Holdings first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.