RFP
LONZ icon

Root Financial Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-100
Closed -$5.11K – 2493
2025
Q3 		$5.11K Buy
+100
New +$5.09K ﹤0.01% 1715

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Root Financial Partners's LONZ Position: Q4 2025 in Review

Root Financial Partners sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 100 shares — an estimated $5.11K sold.

Root Financial Partners first reported a position in LONZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.11K in Q3 2025. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

  • Root Financial Partners reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 100 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $5.11K.
  • Root Financial Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $5.11K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.