Corient Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Corient Private Wealth's PFF Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q2 2026, selling an estimated $1.68M and leaving 222,666 shares worth $6.79M. The position accounts for 0.01% of the portfolio, ranked #782.

Corient Private Wealth first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.8M in Q3 2023. 971 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

• Corient Private Wealth held 222,666 shares of iShares Preferred and Income Securities ETF worth $6.79M as of Q2 2026.
• Corient Private Wealth sold 53,893 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.68M.
• iShares Preferred and Income Securities ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #782 holding.
• Corient Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
• Corient Private Wealth's iShares Preferred and Income Securities ETF position peaked at $64.8M in Q3 2023.
• 971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.