Wall Street Access Asset Management »

Loomis Grw Y M utual fund shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management 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 Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Loomis Grw Y M utual fund by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $124k 3.6k 33.89

More positions owned by Wall Street Access Asset Management

iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

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