FAFN
OWNS

First Affirmative Financial Network’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

First Affirmative Financial Network’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
+20,870
New +$367K 0.14% 188
2025
Q3 		$342K Sell
19,655
-29,297
-60% -$506K 0.16% 160
2025
Q2 		$839K Buy
+48,952
New +$834K 0.43% 45

Other funds holding OWNS

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

First Affirmative Financial Network's OWNS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in CCM Affordable Housing MBS ETF (OWNS) in Q1 2026: 20,870 shares worth $362K. The stake represents 0.14% of the portfolio and ranks #188 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OWNS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in OWNS in Q2 2025 and has held it in 3 quarters since. The position peaked at $839K in Q2 2025. 25 funds tracked by Wall St. Rank hold OWNS as of Q1 2026.

  • First Affirmative Financial Network held 20,870 shares of CCM Affordable Housing MBS ETF worth $362K as of Q1 2026.
  • CCM Affordable Housing MBS ETF was a new First Affirmative Financial Network position in Q1 2026.
  • CCM Affordable Housing MBS ETF made up 0.14% of First Affirmative Financial Network's portfolio in Q1 2026, its #188 holding.
  • First Affirmative Financial Network first reported a position in CCM Affordable Housing MBS ETF in Q2 2025 and has held it in 3 quarters since.
  • First Affirmative Financial Network's CCM Affordable Housing MBS ETF position peaked at $839K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.