KFG
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Kingdom Financial Group’s iShares CMBS ETF CMBS Stock Holding History

Kingdom Financial Group’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49 Buy
+1
New +$49 ﹤0.01% 800
2026
Q1 		– Sell
-97
Closed -$4.79K – 873
2025
Q4 		$4.79K Sell
97
-13,232
-99% -$650K ﹤0.01% 495
2025
Q3 		$654K Buy
13,329
+8,732
+190% +$426K 0.4% 39
2025
Q2 		$224K Buy
+4,597
New +$221K 0.2% 48
2024
Q1 		– Sell
-8,065
Closed -$377K – 66
2023
Q4 		$377K Buy
8,065
+2,154
+36% +$97.5K 0.33% 49
2023
Q3 		$266K Buy
+5,911
New +$269K 0.25% 59

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kingdom Financial Group's CMBS Position: Q2 2026 in Review

Kingdom Financial Group opened a new position in iShares CMBS ETF (CMBS) in Q2 2026: 1 share worth $49. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in CMBS as recently as Q4 2025.

Kingdom Financial Group first reported a position in CMBS in Q3 2023 and has held it in 6 quarters since. The position peaked at $654K in Q3 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Kingdom Financial Group held 1 share of iShares CMBS ETF worth $49 as of Q2 2026.
  • iShares CMBS ETF was a new Kingdom Financial Group position in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #800 holding.
  • Kingdom Financial Group first reported a position in iShares CMBS ETF in Q3 2023 and has held it in 6 quarters since.
  • Kingdom Financial Group's iShares CMBS ETF position peaked at $654K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.