Loomis, Sayles & Company
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Loomis, Sayles & Company’s Global X Defense Tech ETF SHLD Stock Holding History

Loomis, Sayles & Company’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.33M Buy
61,132
+5,332
+10% +$397K 0.01% 425
2025
Q4 		$3.62M Buy
55,800
+24,100
+76% +$1.59M ﹤0.01% 431
2025
Q3 		$2.23M Buy
+31,700
New +$1.99M ﹤0.01% 456

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Loomis, Sayles & Company's SHLD Position: Q1 2026 in Review

Loomis, Sayles & Company increased its Global X Defense Tech ETF (SHLD) stake by 9.6% in Q1 2026, buying an estimated $397K and bringing the position to 61,132 shares worth $4.33M. The position accounts for 0.01% of the portfolio, ranked #425.

Loomis, Sayles & Company first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Loomis, Sayles & Company held 61,132 shares of Global X Defense Tech ETF worth $4.33M as of Q1 2026.
  • Loomis, Sayles & Company bought 5,332 Global X Defense Tech ETF shares in Q1 2026, an estimated $397K.
  • Global X Defense Tech ETF made up 0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #425 holding.
  • Loomis, Sayles & Company first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.