Back to LPL Financial LLC LPL Financial LLC

LONZLONZ
Showing 8 of 13 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in PIMCO ETF TR

LPL Financial LLC holds 515,906 shares of LONZ (PIMCO ETF TR), worth $25.4M as of 2026-Q2. The position was increased (+17.1% shares). LONZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$25.4M

Current Shares

515,906

Total Value Change

+$12.1M

Total Shares Change

+255,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
515,906
+17.1%
$25.4M0.0%$48.96
33
2026-Q1
Decreased
440,466
-8.7%
$21.7M0.0%$47.94
0
2025-Q4
Increased
482,616
+21.0%
$24.3M0.0%$48.07
34
2025-Q3
Increased
398,964
+8.1%
$20.4M0.0%$47.63
31
2025-Q2
Increased
369,245
+15.4%
$18.8M0.0%$46.74
33
2025-Q1
Increased
320,076
+4.1%
$16.1M0.0%$45.56
29
2024-Q4
Increased
307,479
+17.9%
$15.7M0.0%$45.76
33
2024-Q3
Increased
260,850
+660.7%
$13.3M0.0%$44.38
45

Other major holders of LONZ: Allianz Asset Management GmbH

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used