SEAMOUNT FINANCIAL GROUP INC HYS — PIMCO ETF TR

Ownership history in SEAMOUNT FINANCIAL GROUP INC  ·  11 quarters on record

AI Ownership Summary

SEAMOUNT FINANCIAL GROUP INC reported PIMCO ETF TR (HYS) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.42% in 2025 Q1. The latest visible filing shows HYS at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEAMOUNT FINANCIAL GROUP INC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYS was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYS stock page SEAMOUNT FINANCIAL GROUP INC fund profile SEAMOUNT FINANCIAL GROUP INC full holdings
How SEAMOUNT FINANCIAL GROUP INC held HYS — position size vs. price
% of Fund (quarterly)    HYS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 48,596 +1,579 +3.4% 1.83% $4.5M 2026-07-24 $91.87
2026 Q1 ADDED — — — 47,017 +2,215 +4.9% 1.98% $4.4M 2026-04-24 $91.91
2025 Q4 ADDED — — — 44,802 +1,324 +3.0% 1.93% $4.2M 2026-01-26 $91.42
2025 Q3 ADDED — — — 43,478 +2,861 +7.0% 1.96% $4.2M 2025-10-24 $89.78
2025 Q2 ADDED — — — 40,617 +2,705 +7.1% 1.98% $3.9M 2025-07-23 $87.80
2025 Q1 ADDED — — — 37,912 +5,373 +16.5% 2.42% $3.6M 2025-04-30 $84.33
2024 Q4 ADDED — — — 32,539 +1,744 +5.7% 2.11% $3.0M 2025-01-28 $84.77
2024 Q3 ADDED — — — 30,795 +2,649 +9.4% 2.21% $2.9M 2024-10-18 $83.11
2024 Q2 ADDED — — — 28,146 +1,320 +4.9% 2.13% $2.6M 2024-07-18 $80.22
2024 Q1 ADDED — — — 26,826 +486 +1.8% 2.20% $2.5M 2024-04-18 $77.23
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYS

As of 2026 Q2 — sorted by position size

Mid-American Wealth Advisory Group, Inc. 3Y 10.64% Capital Management Associates, Inc 2.95% Friedenthal Financial 3Y 7Y 1.37% RMR Wealth Builders 3Y 1.32% BHK Investment Advisors, LLC 3Y 7Y 1.21% Glass Jacobson Investment Advisors llc 3Y 0.93% EVOLUTION WEALTH MANAGEMENT INC. 0.92% Financial & Tax Architects, LLC 3Y 0.86% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.85% Stokes Capital Advisors, LLC 3Y 7Y 0.77%

FAQ About SEAMOUNT FINANCIAL GROUP INC and HYS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEAMOUNT FINANCIAL GROUP INC reported owning HYS?

SEAMOUNT FINANCIAL GROUP INC reported HYS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HYS position in SEAMOUNT FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for HYS was 2.42% in 2025 Q1.

What is the latest reported HYS position on this page?

The most recent filing on this page is 2026 Q2, when SEAMOUNT FINANCIAL GROUP INC reported 48,596 shares, equal to 1.83% of portfolio, with an estimated market value of $4.5M.

What does the chart on this HYS ownership page compare?

The chart compares SEAMOUNT FINANCIAL GROUP INC's quarterly HYS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SEAMOUNT FINANCIAL GROUP INC time their HYS position?

Based on 13F filing dates vs. subsequent HYS price moves, SEAMOUNT FINANCIAL GROUP INC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on HYS relative to SPY over the holding period was -9.8%.

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