Bragg Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bragg Financial Advisors’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	$488K	Hold	16,100	–	–	0.02%	279
2025 Q4	$498K	Hold	16,100	–	–	0.02%	271
2025 Q3	$509K	Hold	16,100	–	–	0.02%	262
2025 Q2	$494K	Hold	16,100	–	–	0.02%	264
2025 Q1	$495K	Hold	16,100	–	–	0.02%	256
2024 Q4	$506K	Buy	16,100 +5,100	+46%	+$167K	0.02%	256
2024 Q3	$366K	Hold	11,000	–	–	0.02%	272
2024 Q2	$347K	Hold	11,000	–	–	0.02%	268
2024 Q1	$355K	Hold	11,000	–	–	0.02%	268
2023 Q4	$343K	Hold	11,000	–	–	0.02%	265
2023 Q3	$332K	Hold	11,000	–	–	0.02%	269
2023 Q2	$340K	Hold	11,000	–	–	0.02%	273
2023 Q1	$343K	Hold	11,000	–	–	0.02%	266
2022 Q4	$336K	Hold	11,000	–	–	0.02%	261
2022 Q3	$348K	Buy	11,000 +700	+7%	+$23.5K	0.02%	244
2022 Q2	$339K	Buy	10,300 +300	+3%	+$10.2K	0.02%	261
2022 Q1	$364K	Hold	10,000	–	–	0.02%	269
2021 Q4	$388K	Hold	10,000	–	–	0.02%	247
2021 Q3	$388K	Hold	10,000	–	–	0.02%	247
2021 Q2	$393K	Hold	10,000	–	–	0.03%	249
2021 Q1	$384K	Hold	10,000	–	–	0.03%	233
2020 Q4	$385K	Hold	10,000	–	–	0.03%	220
2020 Q3	$364K	Buy	10,000 +2,300	+30%	+$82.8K	0.04%	214
2020 Q2	$267K	Sell	7,700 -2,800	-27%	-$95.4K	0.03%	237
2020 Q1	$334K	Buy	10,500 +2,100	+25%	+$75.3K	0.04%	205
2019 Q4	$316K	Hold	8,400	–	–	0.04%	232
2019 Q3	$315K	Buy	+8,400	New	+$313K	0.04%	228

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

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

Bragg Financial Advisors's PFF Position: Q1 2026 in Review

Bragg Financial Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 16,100 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #279.

Bragg Financial Advisors first reported a position in PFF in Q3 2019 and has held it in 27 quarters since. The position peaked at $509K in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Bragg Financial Advisors held 16,100 shares of iShares Preferred and Income Securities ETF worth $488K as of Q1 2026.
Bragg Financial Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #279 holding.
Bragg Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 27 quarters since.
Bragg Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $509K in Q3 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.