Courier Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Courier Capital’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	$2.37M	Sell	77,894 -5,490	-7%	-$171K	0.12%	152
2026 Q1	$2.53M	Sell	83,384 -10,361	-11%	-$324K	0.14%	142
2025 Q4	$2.9M	Sell	93,745 -4,388	-4%	-$137K	0.16%	125
2025 Q3	$3.1M	Sell	98,133 -2,791	-3%	-$87.8K	0.18%	119
2025 Q2	$3.1M	Sell	100,924 -20,489	-17%	-$617K	0.19%	117
2025 Q1	$3.73M	Sell	121,413 -42,223	-26%	-$1.33M	0.24%	103
2024 Q4	$5.14M	Buy	163,636 +62,041	+61%	+$2.03M	0.35%	70
2024 Q3	$3.38M	Buy	101,595 +32,984	+48%	+$1.06M	0.23%	96
2024 Q2	$2.16M	Buy	68,611 +37,333	+119%	+$1.18M	0.17%	108
2024 Q1	$1.01M	Buy	31,278 +4,439	+17%	+$142K	0.07%	187
2023 Q4	$837K	Buy	26,839 +8,257	+44%	+$247K	0.06%	193
2023 Q3	$560K	Buy	18,582 +2,143	+13%	+$65.5K	0.05%	223
2023 Q2	$508K	Buy	+16,439	New	+$503K	0.04%	239

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Courier Capital's PFF Position: Q2 2026 in Review

Courier Capital reduced its iShares Preferred and Income Securities ETF (PFF) stake by 6.6% in Q2 2026, selling an estimated $171K and leaving 77,894 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #152.

Courier Capital first reported a position in PFF in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.14M in Q4 2024. 451 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Courier Capital held 77,894 shares of iShares Preferred and Income Securities ETF worth $2.37M as of Q2 2026.
Courier Capital sold 5,490 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $171K.
iShares Preferred and Income Securities ETF made up 0.12% of Courier Capital's portfolio in Q2 2026, its #152 holding.
Courier Capital first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 13 quarters since.
Courier Capital's iShares Preferred and Income Securities ETF position peaked at $5.14M in Q4 2024.
451 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.