JMBAI
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J. M. Brown & Associates Inc.’s iShares Preferred and Income Securities ETF PFF Stock Holding History

J. M. Brown & Associates Inc.’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 		$232K Buy
+7,617
New +$237K 0.13% 153

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
GT
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
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

J. M. Brown & Associates Inc.'s PFF Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,617 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings.

316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • J. M. Brown & Associates Inc. held 7,617 shares of iShares Preferred and Income Securities ETF worth $232K as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.13% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #153 holding.
  • 316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.