Capital Fund Management (CFM)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capital Fund Management (CFM)’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	$382K	Buy	12,600 +1,700	+16%	+$53.2K	﹤0.01%	1922
2025 Q4	$337K	Sell	10,900 -24,500	-69%	-$763K	﹤0.01%	2279
2025 Q3	$1.12M	Sell	35,400 -1,600	-4%	-$50.3K	﹤0.01%	2054
2025 Q2	$1.14M	Buy	+37,000	New	+$1.11M	﹤0.01%	1958
2021 Q1	–	Sell	-98,700	Closed	-$3.8M	–	1546
2020 Q4	$3.8M	Buy	98,700 +64,400	+188%	+$2.41M	0.04%	565
2020 Q3	$1.25M	Buy	+34,300	New	+$1.23M	0.02%	803

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

Capital Fund Management (CFM)'s PFF Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q1 2026, selling an estimated $15.7K and leaving 23,344 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Capital Fund Management (CFM) first reported a position in PFF in Q4 2016 and has held it in 20 quarters since. The position peaked at $16.3M in Q4 2016. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Capital Fund Management (CFM) held 23,344 shares of iShares Preferred and Income Securities ETF worth $708K as of Q1 2026.
Capital Fund Management (CFM) sold 500 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $15.7K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1791 holding.
Capital Fund Management (CFM) first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 20 quarters since.
Capital Fund Management (CFM)'s iShares Preferred and Income Securities ETF position peaked at $16.3M in Q4 2016.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.