MFS
PCMM

Mattson Financial Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Mattson Financial Services’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.21M Buy
85,529
+9,169
+12% +$459K 1% 24
2025
Q4 		$3.83M Buy
76,360
+10,215
+15% +$513K 0.89% 34
2025
Q3 		$3.34M Buy
66,145
+3,301
+5% +$167K 0.8% 42
2025
Q2 		$3.17M Buy
62,844
+3,388
+6% +$171K 0.85% 35
2025
Q1 		$3.03M Buy
+59,456
New +$3.02M 0.91% 34

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mattson Financial Services's PCMM Position: Q1 2026 in Review

Mattson Financial Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 12% in Q1 2026, buying an estimated $459K and bringing the position to 85,529 shares worth $4.21M. The position accounts for 1% of the portfolio, ranked #24.

Mattson Financial Services first reported a position in PCMM in Q1 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • Mattson Financial Services held 85,529 shares of BondBloxx Private Credit CLO ETF worth $4.21M as of Q1 2026.
  • Mattson Financial Services bought 9,169 BondBloxx Private Credit CLO ETF shares in Q1 2026, an estimated $459K.
  • BondBloxx Private Credit CLO ETF made up 1% of Mattson Financial Services's portfolio in Q1 2026, its #24 holding.
  • Mattson Financial Services first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.