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

Bluefin Capital 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
2026 Q1	$1.49M	Buy	+49,167	New	+$1.54M	0.96%	22
2025 Q3	–	Sell	-200,000	Closed	-$6.14M	–	142
2025 Q2	$6.14M	Buy	200,000 +152,960	+325%	+$4.6M	4.63%	4
2025 Q1	$1.45M	Buy	+47,040	New	+$1.48M	1.04%	18
2023 Q4	–	Sell	-14,000	Closed	-$422K	–	293
2023 Q3	$422K	Buy	+14,000	New	+$428K	0.04%	72
2022 Q3	–	Sell	-15,455	Closed	-$509K	–	663
2022 Q2	$509K	Buy	+15,455	New	+$523K	0.06%	182
2019 Q2	–	Sell	-9,941	Closed	-$363K	–	444
2019 Q1	$363K	Buy	+9,941	New	+$357K	0.05%	169
2018 Q4	–	Sell	-31,257	Closed	-$1.16M	–	514
2018 Q3	$1.16M	Buy	31,257 +1,762	+6%	+$66.1K	0.11%	153
2018 Q2	$1.11M	Sell	29,495 -26,979	-48%	-$1M	0.08%	132
2018 Q1	$2.12M	Sell	56,474 -103,531	-65%	-$3.88M	0.14%	93
2017 Q4	$6.09M	Buy	160,005 +153,236	+2,264%	+$5.88M	0.37%	42
2017 Q3	$263K	Buy	+6,769	New	+$264K	0.03%	288
2017 Q1	–	Sell	-18,506	Closed	-$689K	–	602
2016 Q4	$689K	Buy	+18,506	New	+$703K	0.04%	187
2016 Q2	–	Sell	-24,400	Closed	-$953K	–	584
2016 Q1	$953K	Sell	24,400 -24,989	-51%	-$955K	0.1%	124
2015 Q4	$1.92M	Buy	+49,389	New	+$1.92M	0.15%	157

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 $424B AUM 22.96% 1-Year Est. Return

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

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bluefin Capital Management's PFF Position: Q1 2026 in Review

Bluefin Capital Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 49,167 shares worth $1.49M. The stake represents 0.96% of the portfolio and ranks #22 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in PFF as recently as Q2 2025.

Bluefin Capital Management first reported a position in PFF in Q4 2015 and has held it in 14 quarters since. The position peaked at $6.14M in Q2 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Bluefin Capital Management held 49,167 shares of iShares Preferred and Income Securities ETF worth $1.49M as of Q1 2026.
iShares Preferred and Income Securities ETF was a new Bluefin Capital Management position in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.96% of Bluefin Capital Management's portfolio in Q1 2026, its #22 holding.
Bluefin Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 14 quarters since.
Bluefin Capital Management's iShares Preferred and Income Securities ETF position peaked at $6.14M in Q2 2025.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.