Ken Griffin
PMBS

Ken Griffin’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Ken Griffin’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
Q1 		$331K Buy
+6,664
New +$333K ﹤0.01% 10263
2025
Q3 		– Sell
-24,352
Closed -$1.19M – 14446
2025
Q2 		$1.19M Sell
24,352
-6,803
-22% -$329K ﹤0.01% 6703
2025
Q1 		$1.53M Buy
+31,155
New +$1.51M ﹤0.01% 6063

Other funds holding PMBS

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ken Griffin's PMBS Position: Q1 2026 in Review

Ken Griffin opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2026: 6,664 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #10263 among its holdings. This is a return to the name: Ken Griffin previously reported a position in PMBS as recently as Q2 2025.

Ken Griffin first reported a position in PMBS in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2025. 99 funds tracked by Wall St. Rank hold PMBS as of Q1 2026.

  • Ken Griffin held 6,664 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $331K as of Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new Ken Griffin position in Q1 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10263 holding.
  • Ken Griffin first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 3 quarters since.
  • Ken Griffin's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $1.53M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.