SFG
PMBS

SNS Financial Group’s PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund PMBS Stock Holding History

SNS Financial Group’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
2026
Q2 		$222K Buy
+4,500
New +$222K ﹤0.01% 515

Other funds holding PMBS

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

SNS Financial Group's PMBS Position: Q2 2026 in Review

SNS Financial Group opened a new position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) in Q2 2026: 4,500 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

73 funds tracked by Wall St. Rank hold PMBS as of Q2 2026.

  • SNS Financial Group held 4,500 shares of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund worth $222K as of Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund was a new SNS Financial Group position in Q2 2026.
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund made up ﹤0.01% of SNS Financial Group's portfolio in Q2 2026, its #515 holding.
  • 73 funds tracked by Wall St. Rank held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.