Mather Group
PFF icon

Mather Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mather Group’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
Q3 		$49.8K Buy
1,687
+727
+76% +$22.1K ﹤0.01% 1163
2026
Q2 		$29.3K Buy
+960
New +$29.9K ﹤0.01% 1243
2021
Q1 		– Sell
-5,258
Closed -$202K – 279
2020
Q4 		$202K Sell
5,258
-13,797
-72% -$516K 0.01% 239
2020
Q3 		$695K Sell
19,055
-9,168
-32% -$330K 0.03% 110
2020
Q2 		$978K Buy
+28,223
New +$962K 0.04% 90

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Mather Group's PFF Position: Q3 2026 in Review

Mather Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 76% in Q3 2026, buying an estimated $22.1K and bringing the position to 1,687 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Mather Group first reported a position in PFF in Q2 2020 and has held it in 5 quarters since. The position peaked at $978K in Q2 2020. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Mather Group held 1,687 shares of iShares Preferred and Income Securities ETF worth $49.8K as of Q3 2026.
  • Mather Group bought 727 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $22.1K.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1163 holding.
  • Mather Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 5 quarters since.
  • Mather Group's iShares Preferred and Income Securities ETF position peaked at $978K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.