JY
PMBS

Jeff Yass’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Jeff Yass’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 		– Sell
-11,662
Closed -$578K – 14777
2026
Q1 		$578K Buy
+11,662
New +$583K ﹤0.01% 9286

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jeff Yass's PMBS Position: Q2 2026 in Review

Jeff Yass sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026, closing a stake of 11,662 shares — an estimated $578K sold.

Jeff Yass first reported a position in PMBS in Q1 2026 and held it in 1 quarter. The position peaked at $578K in Q1 2026. 106 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • Jeff Yass reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 11,662 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $578K.
  • Jeff Yass first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Jeff Yass's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $578K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.