SPIA
PMMF

Steward Partners Investment Advisory’s iShares Prime Money Market ETF PMMF Stock Holding History

Steward Partners Investment Advisory’s Portfolio PMMF Stock Details PMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Sell
1,197
-653
-35% -$65.6K ﹤0.01% 2274
2025
Q4 		$185K Buy
+1,850
New +$186K ﹤0.01% 1963

Other funds holding PMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
1CP
17 Capital Partners Pheonix, Arizona $194M AUM 16.84% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
PIP
Philadelphia Investment Partners Voorhees, New Jersey $147M AUM

Steward Partners Investment Advisory's PMMF Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Prime Money Market ETF (PMMF) stake by 35% in Q1 2026, selling an estimated $65.6K and leaving 1,197 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Steward Partners Investment Advisory first reported a position in PMMF in Q4 2025 and has held it in 2 quarters since. The position peaked at $185K in Q4 2025. 29 funds tracked by Wall St. Rank hold PMMF as of Q1 2026.

  • Steward Partners Investment Advisory held 1,197 shares of iShares Prime Money Market ETF worth $120K as of Q1 2026.
  • Steward Partners Investment Advisory sold 653 iShares Prime Money Market ETF shares in Q1 2026, an estimated $65.6K.
  • iShares Prime Money Market ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2274 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Prime Money Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's iShares Prime Money Market ETF position peaked at $185K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.