Crown Oak Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Crown Oak Advisors’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	$2.8M	Buy	91,678 +67,004	+272%	+$2.09M	1.3%	20
2026 Q1	$748K	Sell	24,674 -81,869	-77%	-$2.56M	0.38%	20
2025 Q4	$3.3M	Sell	106,543 -23,457	-18%	-$731K	1.56%	19
2025 Q3	$3.99M	Hold	130,000	–	–	1.89%	17
2025 Q2	$3.99M	Hold	130,000	–	–	1.89%	17
2025 Q1	$3.99M	Hold	130,000	–	–	2.02%	16
2024 Q4	$4.09M	Hold	130,000	–	–	2.1%	17
2024 Q3	$4.32M	Hold	130,000	–	–	2.4%	17
2024 Q2	$4.1M	Hold	130,000	–	–	2.32%	17
2024 Q1	$4.19M	Hold	130,000	–	–	2.31%	17
2023 Q4	$4.05M	Buy	+130,000	New	+$3.88M	2.37%	17

Other funds holding PFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Crown Oak Advisors's PFF Position: Q2 2026 in Review

Crown Oak Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 272% in Q2 2026, buying an estimated $2.09M and bringing the position to 91,678 shares worth $2.8M. The position accounts for 1.3% of the portfolio, ranked #20.

Crown Oak Advisors first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.32M in Q3 2024. 583 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Crown Oak Advisors held 91,678 shares of iShares Preferred and Income Securities ETF worth $2.8M as of Q2 2026.
Crown Oak Advisors bought 67,004 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.09M.
iShares Preferred and Income Securities ETF made up 1.3% of Crown Oak Advisors's portfolio in Q2 2026, its #20 holding.
Crown Oak Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
Crown Oak Advisors's iShares Preferred and Income Securities ETF position peaked at $4.32M in Q3 2024.
583 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.