First Command Advisory Services’s Claros Mortgage Trust CMTG Stock Holding History

First Command Advisory Services’s Portfolio CMTG Stock Details CMTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$940	Hold	400	–	–	﹤0.01%	1127
2026 Q1	$952	Hold	400	–	–	﹤0.01%	1027
2025 Q4	$1.22K	Hold	400	–	–	﹤0.01%	709
2025 Q3	$1.33K	Hold	400	–	–	﹤0.01%	571
2025 Q2	$1.14K	Hold	400	–	–	﹤0.01%	543
2025 Q1	$1.49K	Hold	400	–	–	﹤0.01%	512
2024 Q4	$1.81K	Hold	400	–	–	﹤0.01%	418
2024 Q3	$3K	Hold	400	–	–	﹤0.01%	410
2024 Q2	$3.21K	Hold	400	–	–	﹤0.01%	421
2024 Q1	$3.9K	Hold	400	–	–	﹤0.01%	406
2023 Q4	$5.45K	Hold	400	–	–	﹤0.01%	385
2023 Q3	$4.43K	Buy	+400	New	+$4.56K	﹤0.01%	379

Other funds holding CMTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

First Command Advisory Services's CMTG Position: Q2 2026 in Review

First Command Advisory Services held its Claros Mortgage Trust (CMTG) position steady in Q2 2026 at 400 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

First Command Advisory Services first reported a position in CMTG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.45K in Q4 2023. 41 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

First Command Advisory Services held 400 shares of Claros Mortgage Trust worth $940 as of Q2 2026.
First Command Advisory Services left its Claros Mortgage Trust share count unchanged in Q2 2026.
Claros Mortgage Trust made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #1127 holding.
First Command Advisory Services first reported a position in Claros Mortgage Trust in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's Claros Mortgage Trust position peaked at $5.45K in Q4 2023.
41 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.