LOOMIS SAYLES FUNDS II - LSWWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | New | 625 | 16 | 0.01% | — | 1 | +625 | New | Q4 2025 | Feb 18, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,896 | -100.0% | Q3 2023 | Nov 14, 2023 |