PNC Financial Services Group
MTBA icon

PNC Financial Services Group’s Simplify MBS ETF MTBA Stock Holding History

PNC Financial Services Group’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-284
Closed -$14.3K – 5265
2025
Q4 		$14.3K Buy
+284
New +$14.3K ﹤0.01% 3812
2025
Q1 		– Sell
-101
Closed -$5.02K – 4972
2024
Q4 		$5.02K Buy
+101
New +$5.09K ﹤0.01% 4039
2024
Q3 		– Sell
-2,539
Closed -$128K – 4868
2024
Q2 		$128K Buy
+2,539
New +$128K ﹤0.01% 2465

Other funds holding MTBA

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group's MTBA Position: Q1 2026 in Review

PNC Financial Services Group sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 284 shares — an estimated $14.3K sold.

PNC Financial Services Group first reported a position in MTBA in Q2 2024 and held it in 3 quarters. The position peaked at $128K in Q2 2024. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • PNC Financial Services Group reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • PNC Financial Services Group sold 284 Simplify MBS ETF shares in Q1 2026, an estimated $14.3K.
  • PNC Financial Services Group first reported a position in Simplify MBS ETF in Q2 2024 and held it in 3 quarters.
  • PNC Financial Services Group's Simplify MBS ETF position peaked at $128K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.