CGC Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CGC Financial Services’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	-694	Closed	-$21.9K	–	349
2025 Q3	$21.9K	Buy	+694	New	+$21.8K	0.01%	179
2025 Q2	–	Sell	-35	Closed	-$1.08K	–	345
2025 Q1	$1.08K	Hold	35	–	–	﹤0.01%	292
2024 Q4	$1.1K	Hold	35	–	–	﹤0.01%	301
2024 Q3	$1.16K	Hold	35	–	–	﹤0.01%	296
2024 Q2	$1.1K	Sell	35 -876	-96%	-$27.6K	﹤0.01%	296
2024 Q1	$29.3K	Hold	911	–	–	0.02%	132
2023 Q4	$28.4K	Hold	911	–	–	0.01%	142
2023 Q3	$27.5K	Hold	911	–	–	0.02%	121
2023 Q2	$28.2K	Buy	+911	New	+$27.9K	0.02%	123

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CGC Financial Services's PFF Position: Q4 2025 in Review

CGC Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 694 shares — an estimated $21.9K sold.

CGC Financial Services first reported a position in PFF in Q2 2023 and held it in 9 quarters. The position peaked at $29.3K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

CGC Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
CGC Financial Services sold 694 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $21.9K.
CGC Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 9 quarters.
CGC Financial Services's iShares Preferred and Income Securities ETF position peaked at $29.3K in Q1 2024.
1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on CGC Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.