First National Corp’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

First National Corp’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.92M	Buy	103,464 +9,761	+10%	+$935K	1.88%	17
2025 Q2	$8.98M	Buy	93,703 +5,007	+6%	+$478K	1.81%	17
2025 Q1	$8.51M	Buy	88,696 +8,397	+10%	+$802K	1.88%	16
2024 Q4	$7.63M	Buy	80,299 +22,669	+39%	+$2.16M	1.73%	19
2024 Q3	$5.53M	Sell	57,630 -800	-1%	-$76.3K	1.23%	25
2024 Q2	$5.53M	Buy	58,430 +12,274	+27%	+$1.16M	1.32%	22
2024 Q1	$4.37M	Hold	46,156	–	–	1.08%	26
2023 Q4	$4.37M	Sell	46,156 -634	-1%	-$59.6K	1.07%	26
2023 Q3	$4.39M	Buy	46,790 +5,078	+12%	+$476K	1.18%	25
2023 Q2	$3.91M	Buy	41,712 +10,500	+34%	+$992K	0.93%	29
2023 Q1	$2.96M	Buy	31,212 +4,712	+18%	+$445K	0.7%	33
2022 Q4	$2.5M	Sell	26,500 -40,634	-61%	-$3.82M	0.62%	35
2022 Q3	$6.36M	Sell	67,134 -7,073	-10%	-$676K	1.74%	18
2022 Q2	$7.13M	Sell	74,207 -24,379	-25%	-$2.36M	1.86%	19
2022 Q1	$9.62M	Buy	98,586 +9,276	+10%	+$922K	2.04%	18
2021 Q4	$8.98M	Sell	89,310 -11,542	-11%	-$1.17M	2.01%	16
2021 Q3	$10.3M	Buy	100,852 +43,800	+77%	+$4.46M	2.3%	14
2021 Q2	$5.82M	Sell	57,052 -38,189	-40%	-$3.89M	2%	19
2021 Q1	$9.71M	Buy	95,241 +15,287	+19%	+$1.56M	2.41%	13
2020 Q4	$8.16M	Buy	79,954 +15,496	+24%	+$1.58M	2.22%	17
2020 Q3	$8.93M	Buy	64,458 +7,406	+13%	+$755K	2.78%	5
2020 Q2	$5.82M	Buy	57,052 +27,729	+95%	+$2.78M	2%	19
2020 Q1	$150K	Buy	29,323 +24,561	+516%	+$2.45M	0.1%	124
2019 Q4	$475K	Buy	+4,762	New	+$476K	0.18%	91

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

First National Corp's LDUR Position: Q3 2025 in Review

First National Corp increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 10% in Q3 2025, buying an estimated $935K and bringing the position to 103,464 shares worth $9.92M. The position accounts for 1.88% of the portfolio, ranked #17.

First National Corp first reported a position in LDUR in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.3M in Q3 2021. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

First National Corp held 103,464 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $9.92M as of Q3 2025.
First National Corp bought 9,761 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $935K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 1.88% of First National Corp's portfolio in Q3 2025, its #17 holding.
First National Corp first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and has held it in 24 quarters since.
First National Corp's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $10.3M in Q3 2021.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.