Sunbelt Securities’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Sunbelt Securities’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 Q1	$42.5K	Buy	728 +1	+0.1%	+$59	﹤0.01%	1064
2025 Q4	$41.2K	Hold	727	–	–	﹤0.01%	1041
2025 Q3	$40.9K	Sell	727 -122	-14%	-$6.65K	﹤0.01%	1055
2025 Q2	$42.1K	Hold	849	–	–	﹤0.01%	982
2025 Q1	$42.6K	Hold	849	–	–	﹤0.01%	949
2024 Q4	$42.3K	Buy	849 +304	+56%	+$15.5K	﹤0.01%	982
2024 Q3	$27.6K	Hold	545	–	–	﹤0.01%	1084
2024 Q2	$25.9K	Buy	545 +168	+45%	+$7.75K	﹤0.01%	1061
2024 Q1	$17.8K	Hold	377	–	–	﹤0.01%	1115
2023 Q4	$15.8K	Hold	377	–	–	﹤0.01%	1076
2023 Q3	$14.5K	Buy	377 +140	+59%	+$5.53K	﹤0.01%	1076
2023 Q2	$9.35K	Hold	237	–	–	﹤0.01%	1190
2023 Q1	$8.97K	Buy	+237	New	+$9.15K	﹤0.01%	1159

Other funds holding MFUS

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

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

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sunbelt Securities's MFUS Position: Q1 2026 in Review

Sunbelt Securities increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 0.14% in Q1 2026, buying an estimated $59 and bringing the position to 728 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Sunbelt Securities first reported a position in MFUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $42.6K in Q1 2025. 32 funds tracked by Wall St. Rank hold MFUS as of Q1 2026.

Sunbelt Securities held 728 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $42.5K as of Q1 2026.
Sunbelt Securities bought 1 PIMCO RAFI Dynamic Multi-Factor US Equity ETF share in Q1 2026, an estimated $59.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1064 holding.
Sunbelt Securities first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $42.6K in Q1 2025.
32 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.