SCA
PMMF

Sulzberger Capital Advisors’s iShares Prime Money Market ETF PMMF Stock Holding History

Sulzberger Capital Advisors’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
Q2 		$4.78M Sell
47,629
-849
-2% -$85.1K 4.66% 5
2026
Q1 		$4.87M Buy
48,478
+33,689
+228% +$3.38M 4.97% 5
2025
Q4 		$1.48M Buy
+14,789
New +$1.48M 1.5% 17

Other funds holding PMMF

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Sulzberger Capital Advisors's PMMF Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its iShares Prime Money Market ETF (PMMF) stake by 1.8% in Q2 2026, selling an estimated $85.1K and leaving 47,629 shares worth $4.78M. The position accounts for 4.66% of the portfolio, ranked #5.

Sulzberger Capital Advisors first reported a position in PMMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.87M in Q1 2026. 5 funds tracked by Wall St. Rank hold PMMF as of Q2 2026.

  • Sulzberger Capital Advisors held 47,629 shares of iShares Prime Money Market ETF worth $4.78M as of Q2 2026.
  • Sulzberger Capital Advisors sold 849 iShares Prime Money Market ETF shares in Q2 2026, an estimated $85.1K.
  • iShares Prime Money Market ETF made up 4.66% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Sulzberger Capital Advisors first reported a position in iShares Prime Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Sulzberger Capital Advisors's iShares Prime Money Market ETF position peaked at $4.87M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.