MAI Capital Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

MAI Capital Management’s Portfolio LSGR Stock Details LSGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Buy	243,189 +1,363	+0.6%	+$59.3K	0.04%	333
2026 Q1	$9.53M	Buy	241,826 +14,312	+6%	+$606K	0.05%	289
2025 Q4	$10.2M	Sell	227,514 -540	-0.2%	-$24K	0.06%	268
2025 Q3	$10.1M	Buy	+228,054	New	+$9.8M	0.06%	253

Other funds holding LSGR

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

MAI Capital Management's LSGR Position: Q2 2026 in Review

MAI Capital Management increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 0.56% in Q2 2026, buying an estimated $59.3K and bringing the position to 243,189 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #333.

MAI Capital Management first reported a position in LSGR in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

MAI Capital Management held 243,189 shares of Natixis Loomis Sayles Focused Growth ETF worth $10.2M as of Q2 2026.
MAI Capital Management bought 1,363 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $59.3K.
Natixis Loomis Sayles Focused Growth ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #333 holding.
MAI Capital Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q3 2025 and has held it in 4 quarters since.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.