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

Yes. LPL Financial holds 515,906 shares of LONZ, worth $25.4M, as of its Q2 2026 13F filing. It increased the position by 75,440 shares (+17.1%) from Q1 2026. LPL Financial has held LONZ since Q2 2023, across 13 quarterly 13F filings.

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%$48.36
33
2026-Q1
Decreased
440,466
-8.7%
$21.7M0.0%$47.35
0
2025-Q4
Increased
482,616
+21.0%
$24.3M0.0%$47.48
34
2025-Q3
Increased
398,964
+8.1%
$20.4M0.0%$47.04
31
2025-Q2
Increased
369,245
+15.4%
$18.8M0.0%$46.17
33
2025-Q1
Increased
320,076
+4.1%
$16.1M0.0%$44.99
29
2024-Q4
Increased
307,479
+17.9%
$15.7M0.0%$45.20
33
2024-Q3
Increased
260,850
+660.7%
$13.3M0.0%$43.83
45

Other major holders of LONZ: Allianz Asset Management GmbH

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