BEI
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Benjamin Edwards Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Benjamin Edwards 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 		$998K Sell
32,727
-3,181
-9% -$99.1K 0.01% 804
2026
Q1 		$1.09M Sell
35,908
-25,899
-42% -$811K 0.01% 729
2025
Q4 		$1.91M Buy
61,807
+4,856
+9% +$151K 0.02% 522
2025
Q3 		$1.8M Buy
56,951
+5,205
+10% +$164K 0.02% 513
2025
Q2 		$1.59M Sell
51,746
-80,327
-61% -$2.42M 0.02% 501
2025
Q1 		$4.06M Buy
132,073
+5,243
+4% +$165K 0.06% 287
2024
Q4 		$3.99M Buy
126,830
+5,748
+5% +$188K 0.06% 296
2024
Q3 		$4.02M Buy
121,082
+61,817
+104% +$1.99M 0.06% 298
2024
Q2 		$1.87M Buy
59,265
+992
+2% +$31.2K 0.36% 73
2024
Q1 		$1.88M Buy
58,273
+2,083
+4% +$66.4K 0.37% 75
2023
Q4 		$1.75M Buy
56,190
+34,981
+165% +$1.05M 0.38% 74
2023
Q3 		$639K Sell
21,209
-12,314
-37% -$376K 0.15% 152
2023
Q2 		$1.04M Sell
33,523
-14,578
-30% -$446K 0.24% 122
2023
Q1 		$1.5M Buy
48,101
+1,654
+4% +$53.1K 0.37% 79
2022
Q4 		$1.42M Buy
46,447
+6,860
+17% +$213K 0.37% 82
2022
Q3 		$1.25M Sell
39,587
-908
-2% -$30.4K 0.38% 81
2022
Q2 		$1.33M Buy
40,495
+672
+2% +$22.7K 0.39% 77
2022
Q1 		$1.45M Sell
39,823
-27,284
-41% -$1M 0.42% 70
2021
Q4 		$2.65M Buy
67,107
+1,176
+2% +$45.7K 0.86% 24
2021
Q3 		$2.56M Buy
65,931
+12,913
+24% +$507K 1.56% 5
2021
Q2 		$2.08M Buy
53,018
+3,843
+8% +$149K 1.43% 4
2021
Q1 		$1.89M Sell
49,175
-8,093
-14% -$307K 1.44% 4
2020
Q4 		$2.21M Sell
57,268
-2,903
-5% -$108K 1.71% 4
2020
Q3 		$2.19M Buy
60,171
+34,425
+134% +$1.24M 1.81% 5
2020
Q2 		$892K Buy
+25,746
New +$877K 0.74% 47

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Benjamin Edwards Inc's PFF Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8.9% in Q2 2026, selling an estimated $99.1K and leaving 32,727 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #804.

Benjamin Edwards Inc first reported a position in PFF in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.06M in Q1 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Benjamin Edwards Inc held 32,727 shares of iShares Preferred and Income Securities ETF worth $998K as of Q2 2026.
  • Benjamin Edwards Inc sold 3,181 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $99.1K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #804 holding.
  • Benjamin Edwards Inc first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's iShares Preferred and Income Securities ETF position peaked at $4.06M in Q1 2025.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.