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Prudential plc’s iShares CMBS ETF CMBS Stock Holding History

Prudential plc’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 		$20.8M Buy
427,295
+247,767
+138% +$12.1M 0.11% 111
2026
Q1 		$8.75M Sell
179,528
-14,874
-8% -$732K 0.05% 211
2025
Q4 		$9.54M Buy
+194,402
New +$9.55M 0.08% 198

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
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
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Prudential plc's CMBS Position: Q2 2026 in Review

Prudential plc increased its iShares CMBS ETF (CMBS) stake by 138% in Q2 2026, buying an estimated $12.1M and bringing the position to 427,295 shares worth $20.8M. The position accounts for 0.11% of the portfolio, ranked #111.

Prudential plc first reported a position in CMBS in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Prudential plc held 427,295 shares of iShares CMBS ETF worth $20.8M as of Q2 2026.
  • Prudential plc bought 247,767 iShares CMBS ETF shares in Q2 2026, an estimated $12.1M.
  • iShares CMBS ETF made up 0.11% of Prudential plc's portfolio in Q2 2026, its #111 holding.
  • Prudential plc first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.