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Private Trust Company’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Private Trust Company’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
Q1 		– Sell
-1,100
Closed -$49.2K – 2661
2025
Q4 		$49.2K Hold
1,100
– – ﹤0.01% 1293
2025
Q3 		$48.9K Buy
1,100
+800
+267% +$34.4K ﹤0.01% 1275
2025
Q2 		$12.6K Buy
+300
New +$11.2K ﹤0.01% 1735

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Private Trust Company's LSGR Position: Q1 2026 in Review

Private Trust Company sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q1 2026, closing a stake of 1,100 shares — an estimated $49.2K sold.

Private Trust Company first reported a position in LSGR in Q2 2025 and held it in 3 quarters. The position peaked at $49.2K in Q4 2025. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Private Trust Company reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 1,100 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $49.2K.
  • Private Trust Company first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and held it in 3 quarters.
  • Private Trust Company's Natixis Loomis Sayles Focused Growth ETF position peaked at $49.2K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.