BOK Financial Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BOK Financial Private Wealth’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	-2,700	Closed	-$83K	–	479
2025 Q1	$83K	Sell	2,700 -327	-11%	-$10.3K	0.01%	221
2024 Q4	$95.2K	Hold	3,027	–	–	0.01%	214
2024 Q3	$101K	Sell	3,027 -1,448	-32%	-$46.6K	0.01%	209
2024 Q2	$141K	Hold	4,475	–	–	0.01%	187
2024 Q1	$144K	Buy	4,475 +327	+8%	+$10.4K	0.01%	185
2023 Q4	$129K	Buy	4,148 +2,948	+246%	+$88.1K	0.01%	186
2023 Q3	$36.2K	Sell	1,200 -1,708	-59%	-$52.2K	﹤0.01%	255
2023 Q2	$89.9K	Hold	2,908	–	–	0.01%	199
2023 Q1	$90.8K	Hold	2,908	–	–	0.01%	204
2022 Q4	$88.8K	Buy	2,908 +1,200	+70%	+$37.3K	0.01%	203
2022 Q3	$54K	Hold	1,708	–	–	﹤0.01%	241
2022 Q2	$56K	Buy	+1,708	New	+$57.8K	0.01%	243
2021 Q4	–	Sell	-53,007	Closed	-$2.06M	–	310
2021 Q3	$2.06M	Buy	53,007 +1,708	+3%	+$67K	0.16%	82
2021 Q2	$2.02M	Hold	51,299	–	–	0.16%	84
2021 Q1	$1.97M	Sell	51,299 -624	-1%	-$23.7K	0.18%	82
2020 Q4	$2M	Buy	51,923 +624	+1%	+$23.3K	0.19%	78
2020 Q3	$1.87M	Buy	+51,299	New	+$1.85M	0.19%	78

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOK Financial Private Wealth's PFF Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 2,700 shares — an estimated $83K sold.

BOK Financial Private Wealth first reported a position in PFF in Q3 2020 and held it in 17 quarters. The position peaked at $2.06M in Q3 2021. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

BOK Financial Private Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 2,700 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $83K.
BOK Financial Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and held it in 17 quarters.
BOK Financial Private Wealth's iShares Preferred and Income Securities ETF position peaked at $2.06M in Q3 2021.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.