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Loomis Grw Y M utual fund shares owned by PSI Advisors

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

Historical chart of PSI Advisors investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund held by PSI Advisors 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 PSI Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 11k 33.89
2025-06-30 $328k 10k 31.78
2025-03-31 $173k 6.5k 26.80
2024-09-30 $129k 4.6k 28.10
2023-12-31 $89k 3.8k 23.23

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Jpmorgan MF Closed and MF Open (JEPQ)
First Trust MF Closed and MF Open (KNG)
First Trust MF Closed and MF Open (BUFR)
Pacer Us MF Closed and MF Open (COWZ)
Ishares Core MF Closed and MF Open (DGRO)
Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
Spdr Intermediate MF Closed and MF Open (SPTI)
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Apple Common Stock (AAPL)
Ishares Ibonds MF Closed and MF Open (IBMN)
Principal U S Small Cap Etf Uit Exchange Traded (PSC)
Pacer U S MF Closed and MF Open (CALF)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for PSI Advisors

Top funds holding Loomis Grw Y M utual fund

PSI Advisors
Wall Street Access Asset Management
Financial Gravity Wealth
Coston, McIsaac & Partners

View all funds holding Loomis Grw Y M utual fund