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Montgomery Financial Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Montgomery Financial Services’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 		$690 Buy
+14
New +$692 ﹤0.01% 310

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Montgomery Financial Services's LONZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 14 shares worth $690. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Montgomery Financial Services held 14 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $690 as of Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Montgomery Financial Services position in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #310 holding.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.