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 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%	+$9.95K	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

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Seamount Financial Group's PFF Position: Q2 2026 in Review

Seamount Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 6.4% in Q2 2026, buying an estimated $72.8K and bringing the position to 38,592 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #50.

Seamount Financial Group first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Seamount Financial Group held 38,592 shares of iShares Preferred and Income Securities ETF worth $1.18M as of Q2 2026.
Seamount Financial Group bought 2,336 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $72.8K.
iShares Preferred and Income Securities ETF made up 0.47% of Seamount Financial Group's portfolio in Q2 2026, its #50 holding.
Seamount Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.