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Steward Partners Investment Advisory’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Steward Partners Investment Advisory’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.4K Buy
691
+596
+627% +$37.8K ﹤0.01% 2991
2026
Q1 		$5.55K Sell
95
-7,014
-99% -$415K ﹤0.01% 3759
2025
Q4 		$402K Buy
7,109
+4,123
+138% +$231K ﹤0.01% 1545
2025
Q3 		$168K Buy
2,986
+1,137
+61% +$62K ﹤0.01% 1955
2025
Q2 		$98.8K Buy
+1,849
New +$92.9K ﹤0.01% 2120

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Partners Investment Advisory's MFUS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 627% in Q2 2026, buying an estimated $37.8K and bringing the position to 691 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Steward Partners Investment Advisory first reported a position in MFUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q4 2025. 33 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • Steward Partners Investment Advisory held 691 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $46.4K as of Q2 2026.
  • Steward Partners Investment Advisory bought 596 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $37.8K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2991 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $402K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.