Alpha Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Alpha Financial Partners’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	$250K	Sell	8,213 -35,948	-81%	-$1.12M	0.13%	101
2026 Q1	$1.34M	Buy	44,161 +3,673	+9%	+$115K	0.79%	22
2025 Q4	$1.25M	Buy	+40,488	New	+$1.26M	0.77%	23
2024 Q4	–	Sell	-11,580	Closed	-$385K	–	136
2024 Q3	$385K	Buy	+11,580	New	+$373K	0.27%	64

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alpha Financial Partners's PFF Position: Q2 2026 in Review

Alpha Financial Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 81% in Q2 2026, selling an estimated $1.12M and leaving 8,213 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #101.

Alpha Financial Partners first reported a position in PFF in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Alpha Financial Partners held 8,213 shares of iShares Preferred and Income Securities ETF worth $250K as of Q2 2026.
Alpha Financial Partners sold 35,948 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.12M.
iShares Preferred and Income Securities ETF made up 0.13% of Alpha Financial Partners's portfolio in Q2 2026, its #101 holding.
Alpha Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 4 quarters since.
Alpha Financial Partners's iShares Preferred and Income Securities ETF position peaked at $1.34M in Q1 2026.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.