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AFG Fiduciary Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

AFG Fiduciary Services’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 		$239K Sell
7,850
-3,155
-29% -$98.3K 0.19% 55
2026
Q1 		$336K Sell
11,005
-139
-1% -$4.35K 0.2% 65
2025
Q4 		$348K Buy
11,144
+197
+2% +$6.13K 0.21% 65
2025
Q3 		$347K Sell
10,947
-22
-0.2% -$692 0.2% 65
2025
Q2 		$336K Buy
10,969
+208
+2% +$6.26K 0.22% 61
2025
Q1 		$321K Buy
10,761
+256
+2% +$8.07K 0.24% 55
2024
Q4 		$333K Buy
10,505
+289
+3% +$9.44K 0.24% 55
2024
Q3 		$340K Buy
10,216
+427
+4% +$13.7K 0.23% 51
2024
Q2 		$312K Buy
9,789
+85
+0.9% +$2.68K 0.22% 54
2024
Q1 		$311K Buy
9,704
+628
+7% +$20K 0.23% 57
2023
Q4 		$285K Buy
+9,076
New +$271K 0.23% 59
2023
Q3 		– Sell
-6,651
Closed -$205K – 79
2023
Q2 		$205K Buy
6,651
+146
+2% +$4.47K 0.15% 71
2023
Q1 		$203K Buy
+6,505
New +$209K 0.19% 66
2022
Q4 		– Sell
-6,502
Closed -$206K – 88
2022
Q3 		$206K Buy
+6,502
New +$218K 0.19% 74
2022
Q2 		– Sell
-11,085
Closed -$404K – 95
2022
Q1 		$404K Buy
11,085
+2,602
+31% +$95.7K 0.28% 59
2021
Q4 		$334K Buy
+8,483
New +$330K 0.23% 57

Other funds holding PFF

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFG Fiduciary Services's PFF Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 29% in Q2 2026, selling an estimated $98.3K and leaving 7,850 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #55.

AFG Fiduciary Services first reported a position in PFF in Q4 2021 and has held it in 16 quarters since. The position peaked at $404K in Q1 2022. 205 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • AFG Fiduciary Services held 7,850 shares of iShares Preferred and Income Securities ETF worth $239K as of Q2 2026.
  • AFG Fiduciary Services sold 3,155 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $98.3K.
  • iShares Preferred and Income Securities ETF made up 0.19% of AFG Fiduciary Services's portfolio in Q2 2026, its #55 holding.
  • AFG Fiduciary Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 16 quarters since.
  • AFG Fiduciary Services's iShares Preferred and Income Securities ETF position peaked at $404K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.