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

Cornerstone Financial 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	$6.26M	Buy	205,330 +4,141	+2%	+$129K	3.86%	7
2026 Q1	$6.32M	Buy	201,189 +9,325	+5%	+$292K	4.06%	7
2025 Q4	$5.94M	Buy	191,864 +19,098	+11%	+$595K	4.15%	7
2025 Q3	$5.46M	Buy	172,766 +13,054	+8%	+$410K	4.23%	6
2025 Q2	$4.9M	Buy	159,712 +1,453	+0.9%	+$43.7K	4.17%	7
2025 Q1	$4.8M	Buy	158,259 +15,339	+11%	+$484K	4.32%	5
2024 Q4	$4.49M	Buy	+142,920	New	+$4.67M	4.43%	6

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 22.9% 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

Cornerstone Financial Group's PFF Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q2 2026, buying an estimated $129K and bringing the position to 205,330 shares worth $6.26M. The position accounts for 3.86% of the portfolio, ranked #7.

Cornerstone Financial Group first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.32M in Q1 2026. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cornerstone Financial Group held 205,330 shares of iShares Preferred and Income Securities ETF worth $6.26M as of Q2 2026.
Cornerstone Financial Group bought 4,141 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $129K.
iShares Preferred and Income Securities ETF made up 3.86% of Cornerstone Financial Group's portfolio in Q2 2026, its #7 holding.
Cornerstone Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Financial Group's iShares Preferred and Income Securities ETF position peaked at $6.32M in Q1 2026.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.