Patton Albertson Miller Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Patton Albertson Miller 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 Q2	$418K	Hold	13,700	–	–	0.04%	169
2026 Q1	$415K	Hold	13,700	–	–	0.05%	169
2025 Q4	$424K	Hold	13,700	–	–	0.05%	169
2025 Q3	$433K	Buy	+13,700	New	+$431K	0.05%	161
2018 Q1	–	Sell	-5,600	Closed	-$213K	–	125
2017 Q4	$213K	Sell	5,600 -1,425	-20%	-$54.7K	0.09%	119
2017 Q3	$270K	Buy	+7,025	New	+$274K	0.12%	114
2016 Q4	–	Sell	-6,760	Closed	-$267K	–	133
2016 Q3	$267K	Hold	6,760	–	–	0.12%	119
2016 Q2	$270K	Hold	6,760	–	–	0.12%	115
2016 Q1	$264K	Hold	6,760	–	–	0.13%	115
2015 Q4	$263K	Hold	6,760	–	–	0.13%	111
2015 Q3	$261K	Sell	6,760 -3,900	-37%	-$152K	0.14%	108
2015 Q2	$418K	Sell	10,660 -500	-4%	-$19.8K	0.18%	105
2015 Q1	$448K	Sell	11,160 -1,000	-8%	-$39.9K	0.18%	111
2014 Q4	$480K	Buy	12,160 +2,335	+24%	+$92.3K	0.22%	112
2014 Q3	$387K	Buy	+9,825	New	+$389K	0.2%	122

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Patton Albertson Miller Group's PFF Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 13,700 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #169.

Patton Albertson Miller Group first reported a position in PFF in Q3 2014 and has held it in 15 quarters since. The position peaked at $480K in Q4 2014. 377 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Patton Albertson Miller Group held 13,700 shares of iShares Preferred and Income Securities ETF worth $418K as of Q2 2026.
Patton Albertson Miller Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.04% of Patton Albertson Miller Group's portfolio in Q2 2026, its #169 holding.
Patton Albertson Miller Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and has held it in 15 quarters since.
Patton Albertson Miller Group's iShares Preferred and Income Securities ETF position peaked at $480K in Q4 2014.
377 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.