Burnham & Co LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Burnham & Co LLC’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	$320K	Buy	+10,490	New	+$327K	0.26%	57

Other funds holding PFF

Morgan Stanley New York $1.89T AUM 35.08% 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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Burnham & Co LLC's PFF Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 10,490 shares worth $320K. The stake represents 0.26% of the portfolio and ranks #57 among its holdings.

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

Burnham & Co LLC held 10,490 shares of iShares Preferred and Income Securities ETF worth $320K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Burnham & Co LLC position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.26% of Burnham & Co LLC's portfolio in Q2 2026, its #57 holding.
872 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.