LOMA β€” LOMA NEGRA C I A S A MTN 14

Ownership history in Blue Trust, Inc.  Β·  5 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported LOMA NEGRA C I A S A MTN 14 (LOMA) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LOMA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'s position in LOMA NEGRA C I A S A MTN 14, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LOMA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Trust, Inc. held LOMA β€” position size vs. price
% of Fund (quarterly)    LOMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22 -1,923 -98.9% 0.00% $244 2026-04-20 $11.65
2024 Q4 ADDED 1,945 +670 +52.5% 0.00% $16K 2025-01-22 $11.50
2024 Q3 ADDED 1,275 +591 +86.4% 0.00% $9K 2024-10-17 $8.15
2024 Q2 ADDED 684 +301 +78.6% 0.00% $5K 2024-07-18 $6.67
2023 Q4 INITIATED 383 β€” β€” 0.00% $2 2024-01-18 $6.72

FAQ About Blue Trust, Inc. and LOMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Trust, Inc. reported owning LOMA?

Blue Trust, Inc. reported LOMA across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LOMA position in Blue Trust, Inc.'s portfolio?

The largest reported portfolio weight for LOMA was 0.00% in 2024 Q4.

What is the latest reported LOMA position on this page?

The most recent filing on this page is 2026 Q1, when Blue Trust, Inc. reported 22 shares, equal to 0.00% of portfolio, with an estimated market value of $244.

What does the chart on this LOMA ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly LOMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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