Azimuth Capital Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Azimuth Capital Investment Management’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
2025 Q2	–	Sell	-7,750	Closed	-$238K	–	304
2025 Q1	$238K	Sell	7,750 -2,300	-23%	-$72.5K	0.01%	284
2024 Q4	$316K	Sell	10,050 -4,800	-32%	-$157K	0.01%	269
2024 Q3	$493K	Sell	14,850 -2,600	-15%	-$83.7K	0.02%	249
2024 Q2	$551K	Sell	17,450 -1,250	-7%	-$39.3K	0.02%	238
2024 Q1	$603K	Sell	18,700 -1,000	-5%	-$31.9K	0.02%	229
2023 Q4	$614K	Sell	19,700 -7,700	-28%	-$230K	0.03%	227
2023 Q3	$826K	Sell	27,400 -6,500	-19%	-$199K	0.04%	219
2023 Q2	$1.05M	Sell	33,900 -2,850	-8%	-$87.2K	0.05%	211
2023 Q1	$1.15M	Sell	36,750 -850	-2%	-$27.3K	0.06%	213
2022 Q4	$1.15M	Sell	37,600 -83,395	-69%	-$2.59M	0.06%	212
2022 Q3	$3.83M	Sell	120,995 -4,700	-4%	-$158K	0.21%	151
2022 Q2	$4.13M	Buy	+125,695	New	+$4.25M	0.21%	153

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Azimuth Capital Investment Management's PFF Position: Q2 2025 in Review

Azimuth Capital Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 7,750 shares — an estimated $238K sold.

Azimuth Capital Investment Management first reported a position in PFF in Q2 2022 and held it in 12 quarters. The position peaked at $4.13M in Q2 2022. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Azimuth Capital Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Azimuth Capital Investment Management sold 7,750 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $238K.
Azimuth Capital Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 12 quarters.
Azimuth Capital Investment Management's iShares Preferred and Income Securities ETF position peaked at $4.13M in Q2 2022.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.