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

SageView Advisory 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	$834K	Sell	27,345 -520	-2%	-$16.2K	0.03%	270
2026 Q1	$845K	Sell	27,865 -2,765	-9%	-$86.6K	0.03%	252
2025 Q4	$948K	Sell	30,630 -23,368	-43%	-$728K	0.03%	262
2025 Q3	$1.71M	Sell	53,998 -25,842	-32%	-$813K	0.06%	184
2025 Q2	$2.49M	Buy	79,840 +75	+0.1%	+$2.26K	0.09%	119
2025 Q1	$2.45M	Buy	79,765 +1,252	+2%	+$39.5K	0.1%	109
2024 Q4	$2.47M	Buy	78,513 +759	+1%	+$24.8K	0.11%	107
2024 Q3	$2.58M	Buy	77,754 +39,676	+104%	+$1.28M	0.13%	96
2024 Q2	$1.2M	Buy	38,078 +22,655	+147%	+$713K	0.06%	194
2024 Q1	$2.89M	Sell	15,423 -24,117	-61%	-$769K	0.15%	84
2023 Q4	$1.27M	Sell	39,540 -12,441	-24%	-$372K	0.05%	215
2023 Q3	$1.57M	Buy	51,981 +243	+0.5%	+$7.43K	0.09%	135
2023 Q2	$1.6M	Buy	51,738 +431	+0.8%	+$13.2K	0.09%	144
2023 Q1	$1.6M	Sell	51,307 -24,248	-32%	-$779K	0.1%	132
2022 Q4	$2.31M	Buy	+75,555	New	+$2.35M	0.19%	88

Other funds holding PFF

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's PFF Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.9% in Q2 2026, selling an estimated $16.2K and leaving 27,345 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #270.

SageView Advisory Group first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q1 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

SageView Advisory Group held 27,345 shares of iShares Preferred and Income Securities ETF worth $834K as of Q2 2026.
SageView Advisory Group sold 520 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $16.2K.
iShares Preferred and Income Securities ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #270 holding.
SageView Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Preferred and Income Securities ETF position peaked at $2.89M in Q1 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.