Seamount Financial Group
PFF icon

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

Seamount Financial 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 		$1.1M Sell
37,390
-1,202
-3% -$36.5K 0.43% 52
2026
Q2 		$1.18M Buy
38,592
+2,336
+6% +$72.8K 0.47% 50
2026
Q1 		$1.1M Buy
36,256
+4,667
+15% +$146K 0.5% 48
2025
Q4 		$978K Buy
31,589
+5,990
+23% +$187K 0.44% 50
2025
Q3 		$809K Buy
25,599
+2,478
+11% +$77.9K 0.38% 63
2025
Q2 		$709K Buy
23,121
+4,846
+27% +$146K 0.36% 67
2025
Q1 		$562K Buy
18,275
+47
+0.3% +$1.48K 0.38% 63
2024
Q4 		$573K Buy
18,228
+6,733
+59% +$220K 0.4% 63
2024
Q3 		$382K Buy
11,495
+309
+3% +$9.9K 0.29% 72
2024
Q2 		$353K Buy
11,186
+2,985
+36% +$94K 0.29% 71
2024
Q1 		$264K Buy
8,201
+252
+3% +$8.03K 0.23% 79
2023
Q4 		$248K Buy
+7,949
New +$237K 0.24% 77

Other funds holding PFF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Seamount Financial Group's PFF Position: Q3 2026 in Review

Seamount Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.1% in Q3 2026, selling an estimated $36.5K and leaving 37,390 shares worth $1.1M. The position accounts for 0.43% of the portfolio, ranked #52.

Seamount Financial Group first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2026. 647 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Seamount Financial Group held 37,390 shares of iShares Preferred and Income Securities ETF worth $1.1M as of Q3 2026.
  • Seamount Financial Group sold 1,202 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $36.5K.
  • iShares Preferred and Income Securities ETF made up 0.43% of Seamount Financial Group's portfolio in Q3 2026, its #52 holding.
  • Seamount Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's iShares Preferred and Income Securities ETF position peaked at $1.18M in Q2 2026.
  • 647 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.