Creegan & Nassoura Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Creegan & Nassoura 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
2025 Q4	$1.88M	Buy	60,692 +2,182	+4%	+$68K	1.22%	33
2025 Q3	$1.85M	Buy	+58,510	New	+$1.84M	1.19%	32
2025 Q2	–	Sell	-61,160	Closed	-$1.88M	–	77
2025 Q1	$1.88M	Hold	61,160	–	–	1.25%	34
2024 Q4	$1.92M	Sell	61,160 -725	-1%	-$23.7K	1.29%	31
2024 Q3	$2.06M	Sell	61,885 -250	-0.4%	-$8.05K	1.3%	33
2024 Q2	$1.96M	Sell	62,135 -500	-0.8%	-$15.7K	1.35%	33
2024 Q1	$2.02M	Buy	+62,635	New	+$2M	1.35%	31
2023 Q4	–	Sell	-63,050	Closed	-$1.9M	–	76
2023 Q3	$1.9M	Sell	63,050 -450	-0.7%	-$13.8K	1.48%	29
2023 Q2	$1.96M	Hold	63,500	–	–	1.45%	29
2023 Q1	$1.98M	Hold	63,500	–	–	1.52%	28
2022 Q4	$1.94M	Sell	63,500 -500	-0.8%	-$15.6K	1.51%	31
2022 Q3	$2.03M	Hold	64,000	–	–	1.76%	23
2022 Q2	$2.1M	Sell	64,000 -400	-0.6%	-$13.5K	1.77%	24
2022 Q1	$2.35M	Sell	64,400 -125	-0.2%	-$4.6K	1.76%	25
2021 Q4	$2.54M	Sell	64,525 -725	-1%	-$28.2K	1.93%	19
2021 Q3	$2.53M	Sell	65,250 -300	-0.5%	-$11.8K	2.16%	15
2021 Q2	$2.58M	Sell	65,550 -1,650	-2%	-$63.9K	2.2%	15
2021 Q1	$2.58M	Sell	67,200 -1,250	-2%	-$47.4K	2.3%	14
2020 Q4	$2.64M	Sell	68,450 -125	-0.2%	-$4.67K	2.54%	13
2020 Q3	$2.5M	Hold	68,575	–	–	2.69%	10
2020 Q2	$2.38M	Buy	+68,575	New	+$2.34M	2.67%	11
2016 Q3	$275K	Sell	6,950 -250	-3%	-$9.97K	0.32%	63
2016 Q2	$287K	Hold	7,200	–	–	0.34%	64
2016 Q1	$281K	Sell	7,200 -910	-11%	-$34.8K	0.33%	65
2015 Q4	$315K	Hold	8,110	–	–	0.36%	65
2015 Q3	$313K	Hold	8,110	–	–	0.36%	67
2015 Q2	$318K	Hold	8,110	–	–	0.33%	65
2015 Q1	$325K	Buy	+8,110	New	+$323K	0.33%	66

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 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

Creegan & Nassoura Financial Group's PFF Position: Q4 2025 in Review

Creegan & Nassoura Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.7% in Q4 2025, buying an estimated $68K and bringing the position to 60,692 shares worth $1.88M. The position accounts for 1.22% of the portfolio, ranked #33.

Creegan & Nassoura Financial Group first reported a position in PFF in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.64M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Creegan & Nassoura Financial Group held 60,692 shares of iShares Preferred and Income Securities ETF worth $1.88M as of Q4 2025.
Creegan & Nassoura Financial Group bought 2,182 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $68K.
iShares Preferred and Income Securities ETF made up 1.22% of Creegan & Nassoura Financial Group's portfolio in Q4 2025, its #33 holding.
Creegan & Nassoura Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 28 quarters since.
Creegan & Nassoura Financial Group's iShares Preferred and Income Securities ETF position peaked at $2.64M in Q4 2020.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.