Congress Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Congress Asset Management’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Sell	87,923 -5,078	-5%	-$158K	0.02%	276
2026 Q1	$2.82M	Buy	93,001 +775	+0.8%	+$24.3K	0.02%	287
2025 Q4	$2.86M	Sell	92,226 -5,986	-6%	-$186K	0.02%	262
2025 Q3	$3.11M	Buy	98,212 +4,683	+5%	+$147K	0.02%	257
2025 Q2	$2.87M	Sell	93,529 -8,427	-8%	-$254K	0.02%	263
2025 Q1	$3.13M	Sell	101,956 -1,928	-2%	-$60.8K	0.02%	249
2024 Q4	$3.27M	Buy	103,884 +23,241	+29%	+$759K	0.02%	256
2024 Q3	$2.68M	Sell	80,643 -8,588	-10%	-$276K	0.02%	259
2024 Q2	$2.82M	Sell	89,231 -6,507	-7%	-$205K	0.02%	260
2024 Q1	$3.09M	Sell	95,738 -2,625	-3%	-$83.7K	0.02%	253
2023 Q4	$3.07M	Sell	98,363 -18,441	-16%	-$551K	0.02%	268
2023 Q3	$3.52M	Sell	116,804 -12,321	-10%	-$377K	0.03%	245
2023 Q2	$3.99M	Sell	129,125 -14,651	-10%	-$448K	0.03%	233
2023 Q1	$4.49M	Sell	143,776 -10,422	-7%	-$335K	0.04%	227
2022 Q4	$4.71M	Sell	154,198 -40,633	-21%	-$1.26M	0.05%	220
2022 Q3	$6.17M	Sell	194,831 -6,869	-3%	-$230K	0.07%	190
2022 Q2	$6.63M	Buy	201,700 +2,333	+1%	+$79K	0.06%	187
2022 Q1	$7.26M	Buy	199,367 +9,014	+5%	+$331K	0.06%	196
2021 Q4	$7.51M	Buy	190,353 +5,087	+3%	+$198K	0.06%	192
2021 Q3	$7.19M	Buy	185,266 +12,002	+7%	+$471K	0.06%	192
2021 Q2	$6.82M	Buy	173,264 +11,730	+7%	+$454K	0.06%	191
2021 Q1	$6.2M	Buy	+161,534	New	+$6.13M	0.06%	191
2020 Q1	–	Sell	-140,433	Closed	-$5.28M	–	347
2019 Q4	$5.28M	Buy	140,433 +35,946	+34%	+$1.34M	0.06%	167
2019 Q3	$3.92M	Buy	104,487 +463	+0.4%	+$17.2K	0.05%	202
2019 Q2	$3.83M	Sell	104,024 -6,276	-6%	-$230K	0.05%	217
2019 Q1	$4.03M	Sell	110,300 -3,292	-3%	-$118K	0.05%	207
2018 Q4	$3.89M	Sell	113,592 -9,473	-8%	-$336K	0.06%	191
2018 Q3	$4.57M	Sell	123,065 -2,949	-2%	-$111K	0.06%	195
2018 Q2	$4.75M	Buy	126,014 +5,617	+5%	+$209K	0.07%	183
2018 Q1	$4.52M	Buy	+120,397	New	+$4.52M	0.06%	184

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Congress Asset Management's PFF Position: Q2 2026 in Review

Congress Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.5% in Q2 2026, selling an estimated $158K and leaving 87,923 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #276.

Congress Asset Management first reported a position in PFF in Q1 2018 and has held it in 30 quarters since. The position peaked at $7.51M in Q4 2021. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Congress Asset Management held 87,923 shares of iShares Preferred and Income Securities ETF worth $2.68M as of Q2 2026.
Congress Asset Management sold 5,078 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $158K.
iShares Preferred and Income Securities ETF made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #276 holding.
Congress Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 30 quarters since.
Congress Asset Management's iShares Preferred and Income Securities ETF position peaked at $7.51M in Q4 2021.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.