Compass Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Compass Financial Management’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	$4.35M	Buy	+142,205	New	+$4.43M	0.52%	47

Other funds holding PFF

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

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

Compass Financial Management's PFF Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 142,205 shares worth $4.35M. The stake represents 0.52% of the portfolio and ranks #47 among its holdings.

936 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Compass Financial Management held 142,205 shares of iShares Preferred and Income Securities ETF worth $4.35M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Compass Financial Management position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.52% of Compass Financial Management's portfolio in Q2 2026, its #47 holding.
936 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.