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Loomis Grw Y M utual fund shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Loomis Grw Y M utual fund

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All positions including Loomis Grw Y M utual fund held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loomis Grw Y M utual fund by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2026-06-30 $18k 580 31.33

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Spdr Series Trust Uit Exchange Traded (SPMD)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPIB)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding Loomis Grw Y M utual fund

Wall Street Access Asset Management
Oakworth Capital
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding Loomis Grw Y M utual fund