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Loring Wolcott & Coolidge Fiduciary Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio JMBS Stock Details JMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47K Buy
+1,045
New +$47.2K ﹤0.01% 441

Other funds holding JMBS

HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JMBS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026: 1,045 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

210 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,045 shares of Janus Henderson Mortgage-Backed Securities ETF worth $47K as of Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #441 holding.
  • 210 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.