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 Q3	$6.6M	Buy	223,670 +18,340	+9%	+$556K	3.83%	6
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cornerstone Financial Group's PFF Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.9% in Q3 2026, buying an estimated $556K and bringing the position to 223,670 shares worth $6.6M. The position accounts for 3.83% of the portfolio, ranked #6.

Cornerstone Financial Group first reported a position in PFF in Q4 2024 and has held it in 8 quarters since. 752 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

Cornerstone Financial Group held 223,670 shares of iShares Preferred and Income Securities ETF worth $6.6M as of Q3 2026.
Cornerstone Financial Group bought 18,340 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $556K.
iShares Preferred and Income Securities ETF made up 3.83% of Cornerstone Financial Group's portfolio in Q3 2026, its #6 holding.
Cornerstone Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 8 quarters since.
752 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.