Royal Bank of Canada
PMBS

Royal Bank of Canada’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

Royal Bank of Canada’s Portfolio PMBS Stock Details PMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-158
Closed -$8K – 7327
2024
Q4 		$8K Buy
158
+64
+68% +$3.12K ﹤0.01% 6425
2024
Q3 		$5K Buy
+94
New +$4.7K ﹤0.01% 6526

Other funds holding PMBS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Royal Bank of Canada's PMBS Position: Q1 2025 in Review

Royal Bank of Canada sold out of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q1 2025, closing a stake of 158 shares — an estimated $8K sold.

Royal Bank of Canada first reported a position in PMBS in Q3 2024 and held it in 2 quarters. The position peaked at $8K in Q4 2024. 34 funds tracked by Wall St. Rank hold PMBS as of Q1 2025.

  • Royal Bank of Canada reported no remaining PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 158 PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund shares in Q1 2025, an estimated $8K.
  • Royal Bank of Canada first reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
  • Royal Bank of Canada's PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund position peaked at $8K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.