First Manhattan’s Invesco Dividend Achievers ETF PFM Stock Holding History

First Manhattan’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Hold	6,400	–	–	﹤0.01%	633
2026 Q1	$327K	Hold	6,400	–	–	﹤0.01%	648
2025 Q4	$330K	Hold	6,400	–	–	﹤0.01%	628
2025 Q3	$325K	Hold	6,400	–	–	﹤0.01%	613
2025 Q2	$308K	Hold	6,400	–	–	﹤0.01%	614
2025 Q1	$293K	Hold	6,400	–	–	﹤0.01%	588
2024 Q4	$294K	Hold	6,400	–	–	﹤0.01%	599
2024 Q3	$298K	Hold	6,400	–	–	﹤0.01%	579
2024 Q2	$273K	Hold	6,400	–	–	﹤0.01%	587
2024 Q1	$272K	Hold	6,400	–	–	﹤0.01%	605
2023 Q4	$255K	Hold	6,400	–	–	﹤0.01%	599
2023 Q3	$234K	Sell	6,400 -650	-9%	-$24.8K	﹤0.01%	632
2023 Q2	$270K	Hold	7,050	–	–	﹤0.01%	610
2023 Q1	$258K	Hold	7,050	–	–	﹤0.01%	628
2022 Q4	$257K	Hold	7,050	–	–	﹤0.01%	643
2022 Q3	$227K	Hold	7,050	–	–	﹤0.01%	667
2022 Q2	$243K	Hold	7,050	–	–	﹤0.01%	678
2022 Q1	$271K	Hold	7,050	–	–	﹤0.01%	706
2021 Q4	$280K	Hold	7,050	–	–	﹤0.01%	683
2021 Q3	$253K	Hold	7,050	–	–	﹤0.01%	688
2021 Q2	$255K	Hold	7,050	–	–	﹤0.01%	692
2021 Q1	$243K	Hold	7,050	–	–	﹤0.01%	673
2020 Q4	$231K	Hold	7,050	–	–	﹤0.01%	644
2020 Q3	$213K	Hold	7,050	–	–	﹤0.01%	649
2020 Q2	$198K	Sell	7,050 -4,125	-37%	-$113K	﹤0.01%	659
2020 Q1	$275K	Hold	11,175	–	–	﹤0.01%	566
2019 Q4	$343K	Sell	11,175 -525	-4%	-$15.7K	﹤0.01%	593
2019 Q3	$345K	Hold	11,700	–	–	﹤0.01%	586
2019 Q2	$335K	Hold	11,700	–	–	﹤0.01%	607
2019 Q1	$323K	Hold	11,700	–	–	﹤0.01%	625
2018 Q4	$288K	Hold	11,700	–	–	﹤0.01%	623
2018 Q3	$322K	Hold	11,700	–	–	﹤0.01%	645
2018 Q2	$300K	Hold	11,700	–	–	﹤0.01%	630
2018 Q1	$296K	Sell	11,700 -1,350	-10%	-$35.4K	﹤0.01%	614
2017 Q4	$345K	Hold	13,050	–	–	﹤0.01%	607
2017 Q3	$321K	Hold	13,050	–	–	﹤0.01%	593
2017 Q2	$314K	Sell	13,050 -350	-3%	-$8.42K	﹤0.01%	598
2017 Q1	$318K	Hold	13,400	–	–	﹤0.01%	604
2016 Q4	$306K	Hold	13,400	–	–	﹤0.01%	589
2016 Q3	$303K	Hold	13,400	–	–	﹤0.01%	595
2016 Q2	$303K	Hold	13,400	–	–	﹤0.01%	597
2016 Q1	$291K	Buy	13,400 +7,000	+109%	+$143K	﹤0.01%	597
2015 Q4	$131K	Buy	+6,400	New	+$132K	﹤0.01%	756

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

First Manhattan's PFM Position: Q2 2026 in Review

First Manhattan held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 6,400 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

First Manhattan first reported a position in PFM in Q4 2015 and has held it in 43 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

First Manhattan held 6,400 shares of Invesco Dividend Achievers ETF worth $355K as of Q2 2026.
First Manhattan left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #633 holding.
First Manhattan first reported a position in Invesco Dividend Achievers ETF in Q4 2015 and has held it in 43 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.