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
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 $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Kingdom Financial Group's CMBS Position: Q1 2026 in Review

Kingdom Financial Group sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 97 shares — an estimated $4.79K sold.

Kingdom Financial Group first reported a position in CMBS in Q3 2023 and held it in 5 quarters. The position peaked at $654K in Q3 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Kingdom Financial Group reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 97 iShares CMBS ETF shares in Q1 2026, an estimated $4.79K.
  • Kingdom Financial Group first reported a position in iShares CMBS ETF in Q3 2023 and held it in 5 quarters.
  • Kingdom Financial Group's iShares CMBS ETF position peaked at $654K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.