Capstone Investment Advisors
PFF icon

Capstone Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-354,301
Closed -$11.2M – 1939
2025
Q3 		$11.2M Buy
+354,301
New +$11.1M 0.02% 302
2024
Q4 		– Sell
-183,401
Closed -$6.09M – 1978
2024
Q3 		$6.09M Buy
183,401
+26,000
+17% +$837K 0.02% 418
2024
Q2 		$4.97M Sell
157,401
-172,400
-52% -$5.43M 0.02% 464
2024
Q1 		$10.6M Buy
329,801
+24,000
+8% +$765K 0.04% 266
2023
Q4 		$9.54M Buy
+305,801
New +$9.14M 0.03% 354
2023
Q3 		– Sell
-95,000
Closed -$2.94M – 2243
2023
Q2 		$2.94M Buy
+95,000
New +$2.91M 0.01% 529
2021
Q3 		– Sell
-25,200
Closed -$991K – 2058
2021
Q2 		$991K Sell
25,200
-152,200
-86% -$5.9M ﹤0.01% 1215
2021
Q1 		$6.81M Buy
177,400
+149,341
+532% +$5.66M 0.02% 565
2020
Q4 		$1.08M Buy
+28,059
New +$1.05M ﹤0.01% 1056
2020
Q1 		– Sell
-93,339
Closed -$3.51M – 1334
2019
Q4 		$3.51M Buy
+93,339
New +$3.48M 0.02% 678

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capstone Investment Advisors's PFF Position: Q4 2025 in Review

Capstone Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 354,301 shares — an estimated $11.2M sold.

Capstone Investment Advisors first reported a position in PFF in Q4 2019 and held it in 10 quarters. The position peaked at $11.2M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Capstone Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 354,301 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $11.2M.
  • Capstone Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 10 quarters.
  • Capstone Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $11.2M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.