SEC 13F Intelligence

Westside Investment Management, Inc. / LSFAX

Westside Investment Management, Inc.’s Loomis Sayles Senior Floating Rate And Fixed Income Fund Class A Position

Does Westside Investment Management, Inc. own Loomis Sayles Senior Floating Rate And Fixed Income Fund Class A (LSFAX)? Not currently — the last reported position was 2.3K shares worth $19M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q3 2022
Shares
2.3K
% of Portfolio
+0.05%
Quarters Held
11
position exited

Position History LSFAX

Reported value by quarter
Q2 ’19: $43MQ2 ’19Q1 ’20: $35MQ3 ’20: $39MQ3 ’20Q4 ’20: $40MQ1 ’21: $21MQ1 ’21Q2 ’21: $21MQ3 ’21: $21MQ3 ’21Q4 ’21: $21MQ1 ’22: $21MQ1 ’22Q2 ’22: $21MQ3 ’22: $19MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20222.3K$19M+0.05%
Q2 20222.3K$21M+0.05%
Q1 20222.3K$21M+0.05%
Q4 20212.3K$21M+0.05%
Q3 20212.3K$21M+0.05%
Q2 20212.3K$21M+0.05%
Q1 20212.3K$21M+0.06%
Q4 20204.5K$40M+0.11%
Q3 20204.5K$39M+0.02%
Q1 20204.5K$35M+0.02%
Q2 20194.5K$43M+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westside Investment Management, Inc.’s full portfolio or all institutional holders of LSFAX.