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

Community Financial Services Group’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	$11.5K	Hold	379	–	–	﹤0.01%	369
2026 Q1	$11.5K	Buy	+379	New	+$11.9K	﹤0.01%	310
2014 Q4	–	Sell	-4,868	Closed	-$192K	–	308
2014 Q3	$192K	Buy	+4,868	New	+$193K	0.09%	73

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

Community Financial Services Group's PFF Position: Q2 2026 in Review

Community Financial Services Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 379 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Community Financial Services Group first reported a position in PFF in Q3 2014 and has held it in 3 quarters since. The position peaked at $192K in Q3 2014. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Community Financial Services Group held 379 shares of iShares Preferred and Income Securities ETF worth $11.5K as of Q2 2026.
Community Financial Services Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #369 holding.
Community Financial Services Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and has held it in 3 quarters since.
Community Financial Services Group's iShares Preferred and Income Securities ETF position peaked at $192K in Q3 2014.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.