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Richmond Investment Services’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Richmond Investment Services’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 		– Sell
-23,422
Closed -$923K – 203
2026
Q1 		$923K Buy
+23,422
New +$992K 0.15% 94

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
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 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
Bank of America
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

Richmond Investment Services's LSGR Position: Q2 2026 in Review

Richmond Investment Services sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026, closing a stake of 23,422 shares — an estimated $923K sold.

Richmond Investment Services first reported a position in LSGR in Q1 2026 and held it in 1 quarter. The position peaked at $923K in Q1 2026. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • Richmond Investment Services reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 23,422 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $923K.
  • Richmond Investment Services first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's Natixis Loomis Sayles Focused Growth ETF position peaked at $923K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.