LONZ — PIMCO ETF TR
As of Q2 2026, 3 SEC-registered investment managers reported holding LONZ (PIMCO ETF TR) in their latest 13F filings, with a combined reported value of $1.24M across 25.20K shares. That is -92.9% by share count (-329.82K shares) versus the previous quarter, while reported value moved -92.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 20.23K | $997.29K | 0.00% | Add |
| PNC Financial Services history | 4.91K | $241.91K | 0.00% | New |
| Morgan Stanley history | 72 | $3.59K | 0.00% | Reduce |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 336.24K | $16.60M | 0.00% | Add |
| UBS Group AG history | 18.70K | $923.29K | 0.00% | Add |
| Morgan Stanley history | 86 | $4.25K | 0.00% | Reduce |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 174.01K | $8.75M | 0.00% | Add |
| UBS Group AG history | 16.95K | $852.50K | 0.00% | Add |
| Morgan Stanley history | 251 | $12.62K | 0.00% | Add |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 17.57K | $897.50K | 0.00% | Add |
| Citadel Advisors history | 5.89K | $300.65K | 0.00% | New |
| UBS Group AG history | 5.08K | $259.44K | 0.00% | Add |
| Morgan Stanley history | 115 | $5.88K | 0.00% | Reduce |
| Wells Fargo & Co history | 81 | $4.14K | 0.00% | New |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 150.72K | $7.69M | 0.00% | New |
| JPMorgan Chase & Co history | 150.72K | $7.69M | 0.00% | New |
| Goldman Sachs Group history | 7.45K | $379.69K | 0.00% | Reduce |
| Goldman Sachs Group history | 7.45K | $379.69K | 0.00% | Reduce |
| UBS Group AG history | 4.92K | $250.78K | 0.00% | Reduce |
| Morgan Stanley history | 116 | $5.92K | 0.00% | Reduce |
| Morgan Stanley history | 116 | $5.92K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 297.17K | $14.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 110.04K | $5.54M | 0.00% | New |
| Goldman Sachs Group history | 110.04K | $5.54M | 0.00% | New |
| UBS Group AG history | 5.50K | $277.12K | 0.00% | Add |
| BNY Mellon history | 4.64K | $233.56K | 0.00% | Reduce |
| Morgan Stanley history | 129 | $6.50K | 0.00% | Reduce |
| Morgan Stanley history | 129 | $6.50K | 0.00% | Reduce |
New Positions (Q2 2026)
- PNC Financial Services 4.91K sh · $241.91K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 336.24K sh · $16.60M
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 20.23K | 18.70K | 16.95K | 5.08K | 4.92K | 5.50K | 4.88K | 2.74K | 2.66K | — | 2 | — | — | — | 1.16K | — | — |
| PNC Financial Services | 4.91K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 72 | 86 | 251 | 115 | 116 | 129 | 131 | 129 | 130 | 130 | 130 | — | — | — | — | — | 60.00K |
| Citadel Advisors | — | — | — | 5.89K | — | — | — | 7.78K | 6.51K | — | 5.00K | — | — | — | — | 5.58K | — |
| JPMorgan Chase & Co | — | — | — | — | 150.72K | — | — | 103.26K | — | — | — | 5.76K | 15 | 15 | 15 | — | 138.21K |
| Goldman Sachs Group | — | 336.24K | 174.01K | 17.57K | 7.45K | 110.04K | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | — | — | — | 81 | — | 297.17K | 423.13K | — | 434 | — | — | — | — | — | — | 728 | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 16 | — | — | — | 415 | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | 3.51K | — | 40.00K | — | — | — | 85.00K |
| BNY Mellon | — | — | — | — | — | 4.64K | 6.26K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details