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Post Resch Tallon Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Post Resch Tallon 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 		$2.91M Buy
95,296
+1,668
+2% +$52K 2.01% 10
2026
Q1 		$2.84M Buy
93,628
+8,801
+10% +$276K 2.29% 11
2025
Q4 		$2.63M Buy
84,827
+21,326
+34% +$664K 2.22% 12
2025
Q3 		$2.01M Buy
63,501
+1,921
+3% +$60.4K 1.78% 18
2025
Q2 		$1.89M Buy
61,580
+800
+1% +$24.1K 1.82% 18
2025
Q1 		$1.85M Buy
60,780
+6,264
+11% +$197K 1.89% 15
2024
Q4 		$1.73M Buy
+54,516
New +$1.78M 1.67% 22

Other funds holding PFF

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Post Resch Tallon Group's PFF Position: Q2 2026 in Review

Post Resch Tallon Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.8% in Q2 2026, buying an estimated $52K and bringing the position to 95,296 shares worth $2.91M. The position accounts for 2.01% of the portfolio, ranked #10.

Post Resch Tallon Group first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Post Resch Tallon Group held 95,296 shares of iShares Preferred and Income Securities ETF worth $2.91M as of Q2 2026.
  • Post Resch Tallon Group bought 1,668 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $52K.
  • iShares Preferred and Income Securities ETF made up 2.01% of Post Resch Tallon Group's portfolio in Q2 2026, its #10 holding.
  • Post Resch Tallon Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.