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Syon Capital’s iShares CMBS ETF CMBS Stock Holding History

Syon Capital’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 		$20M Sell
411,146
-116,510
-22% -$5.67M 0.87% 24
2026
Q1 		$25.7M Sell
527,656
-106,191
-17% -$5.22M 1.29% 16
2025
Q4 		$31.1M Buy
633,847
+51,917
+9% +$2.55M 1.55% 13
2025
Q3 		$28.6M Buy
+581,930
New +$28.4M 1.53% 15

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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Syon Capital's CMBS Position: Q2 2026 in Review

Syon Capital reduced its iShares CMBS ETF (CMBS) stake by 22% in Q2 2026, selling an estimated $5.67M and leaving 411,146 shares worth $20M. The position accounts for 0.87% of the portfolio, ranked #24.

Syon Capital first reported a position in CMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.1M in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Syon Capital held 411,146 shares of iShares CMBS ETF worth $20M as of Q2 2026.
  • Syon Capital sold 116,510 iShares CMBS ETF shares in Q2 2026, an estimated $5.67M.
  • iShares CMBS ETF made up 0.87% of Syon Capital's portfolio in Q2 2026, its #24 holding.
  • Syon Capital first reported a position in iShares CMBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Syon Capital's iShares CMBS ETF position peaked at $31.1M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.