FFA
PMBS

Farther Finance Advisors’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Farther Finance Advisors’s Portfolio PMBS Stock Details PMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$406K Sell
8,781
-734
-8% -$35.5K ﹤0.01% 1756
2026
Q2 		$470K Buy
9,515
+7,804
+456% +$386K ﹤0.01% 1607
2026
Q1 		$84.6K Buy
1,711
+1,502
+719% +$75.1K ﹤0.01% 2624
2025
Q4 		$10.4K Buy
209
+73
+54% +$3.63K ﹤0.01% 3882
2025
Q3 		$6.75K Buy
+136
New +$6.68K ﹤0.01% 3625

Other funds holding PMBS

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors's PMBS Position: Q3 2026 in Review

Farther Finance Advisors reduced its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 7.7% in Q3 2026, selling an estimated $35.5K and leaving 8,781 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Farther Finance Advisors first reported a position in PMBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $470K in Q2 2026. 5 funds tracked by Wall St. Rank hold PMBS as of Q3 2026.

  • Farther Finance Advisors held 8,781 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $406K as of Q3 2026.
  • Farther Finance Advisors sold 734 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $35.5K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1756 holding.
  • Farther Finance Advisors first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $470K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.