Patrick M. Sweeney & Associates
PFF icon

Patrick M. Sweeney & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Patrick M. Sweeney & Associates’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 		$386K Buy
13,070
+8
+0.1% +$243 0.22% 115
2026
Q2 		$398K Buy
13,062
+352
+3% +$11K 0.23% 109
2026
Q1 		$385K Buy
12,710
+153
+1% +$4.79K 0.25% 104
2025
Q4 		$389K Buy
12,557
+335
+3% +$10.4K 0.24% 97
2025
Q3 		$386K Buy
12,222
+436
+4% +$13.7K 0.25% 94
2025
Q2 		$365K Buy
11,786
+881
+8% +$26.5K 0.25% 98
2025
Q1 		$335K Sell
10,905
-2,895
-21% -$91.3K 0.25% 98
2024
Q4 		$434K Buy
13,800
+615
+5% +$20.1K 0.33% 81
2024
Q3 		$438K Buy
13,185
+2,440
+23% +$78.5K 0.32% 80
2024
Q2 		$332K Buy
10,745
+1,860
+21% +$58.6K 0.27% 95
2024
Q1 		$286K Buy
+8,885
New +$283K 0.24% 104

Other funds holding PFF

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 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

Patrick M. Sweeney & Associates's PFF Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.06% in Q3 2026, buying an estimated $243 and bringing the position to 13,070 shares worth $386K. The position accounts for 0.22% of the portfolio, ranked #115.

Patrick M. Sweeney & Associates first reported a position in PFF in Q1 2024 and has held it in 11 quarters since. The position peaked at $438K in Q3 2024. 332 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Patrick M. Sweeney & Associates held 13,070 shares of iShares Preferred and Income Securities ETF worth $386K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 8 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $243.
  • iShares Preferred and Income Securities ETF made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #115 holding.
  • Patrick M. Sweeney & Associates first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's iShares Preferred and Income Securities ETF position peaked at $438K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.