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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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. 203 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.
203 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.