Brindle & Bay Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Brindle & Bay 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 Q2	$4.45M	Buy	146,044 +10,927	+8%	+$340K	2.23%	14
2026 Q1	$4.1M	Buy	135,117 +25,964	+24%	+$813K	2.51%	14
2025 Q4	$3.38M	Buy	+109,153	New	+$3.4M	2.25%	12

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 22.96% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brindle & Bay Financial Advisors's PFF Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.1% in Q2 2026, buying an estimated $340K and bringing the position to 146,044 shares worth $4.45M. The position accounts for 2.23% of the portfolio, ranked #14.

Brindle & Bay Financial Advisors first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Brindle & Bay Financial Advisors held 146,044 shares of iShares Preferred and Income Securities ETF worth $4.45M as of Q2 2026.
Brindle & Bay Financial Advisors bought 10,927 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $340K.
iShares Preferred and Income Securities ETF made up 2.23% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #14 holding.
Brindle & Bay Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
963 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.