Berkeley Capital Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.45M Buy
80,305
+12,127
+18% +$378K 0.5% 36
2026
Q1
$2.07M Buy
68,178
+4,127
+6% +$129K 0.48% 37
2025
Q4
$1.98M Buy
64,051
+1,043
+2% +$32.5K 0.47% 36
2025
Q3
$1.99M Buy
63,008
+1,872
+3% +$58.9K 0.47% 37
2025
Q2
$1.88M Buy
61,136
+3,911
+7% +$118K 0.48% 38
2025
Q1
$1.76M Buy
57,225
+294
+0.5% +$9.27K 0.48% 41
2024
Q4
$1.79M Buy
56,931
+2,124
+4% +$69.3K 0.5% 34
2024
Q3
$1.82M Buy
54,807
+6,561
+14% +$211K 0.52% 37
2024
Q2
$1.52M Sell
48,246
-1,025
-2% -$32.3K 0.46% 41
2024
Q1
$1.59M Buy
+49,271
New +$1.57M 0.48% 39
2022
Q2
Sell
-5,976
Closed -$218K 154
2022
Q1
$218K Buy
5,976
+38
+0.6% +$1.4K 0.09% 145
2021
Q4
$234K Buy
5,938
+81
+1% +$3.15K 0.1% 136
2021
Q3
$227K Buy
5,857
+68
+1% +$2.67K 0.1% 127
2021
Q2
$228K Buy
+5,789
New +$224K 0.1% 129
2019
Q4
Sell
-6,100
Closed -$229K 138
2019
Q3
$229K Buy
+6,100
New +$227K 0.12% 121
2016
Q1
Sell
-5,739
Closed -$223K 122
2015
Q4
$223K Buy
+5,739
New +$223K 0.18% 101

Other funds holding PFF

Berkeley Capital Partners's PFF Position: Q2 2026 in Review

Berkeley Capital Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 18% in Q2 2026, buying an estimated $378K and bringing the position to 80,305 shares worth $2.45M. The position accounts for 0.5% of the portfolio, ranked #36.

Berkeley Capital Partners first reported a position in PFF in Q4 2015 and has held it in 16 quarters since. 968 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Berkeley Capital Partners held 80,305 shares of iShares Preferred and Income Securities ETF worth $2.45M as of Q2 2026.
  • Berkeley Capital Partners bought 12,127 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $378K.
  • iShares Preferred and Income Securities ETF made up 0.5% of Berkeley Capital Partners's portfolio in Q2 2026, its #36 holding.
  • Berkeley Capital Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 16 quarters since.
  • 968 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.