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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Farther Finance Advisors's PMBS Position: Q2 2026 in Review

Farther Finance Advisors increased its PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) stake by 456% in Q2 2026, buying an estimated $386K and bringing the position to 9,515 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Farther Finance Advisors first reported a position in PMBS in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Farther Finance Advisors held 9,515 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $470K as of Q2 2026.
  • Farther Finance Advisors bought 7,804 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $386K.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1607 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 4 quarters since.
  • 16 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.