Douglass Winthrop Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Douglass Winthrop 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	$381K	Hold	12,500	–	–	0.01%	253
2026 Q1	$379K	Hold	12,500	–	–	0.01%	237
2025 Q4	$387K	Hold	12,500	–	–	0.01%	247
2025 Q3	$395K	Hold	12,500	–	–	0.01%	230
2025 Q2	$384K	Hold	12,500	–	–	0.01%	216
2025 Q1	$384K	Hold	12,500	–	–	0.01%	214
2024 Q4	$393K	Buy	12,500 +2,500	+25%	+$81.6K	0.01%	225
2024 Q3	$332K	Hold	10,000	–	–	0.01%	234
2024 Q2	$316K	Buy	10,000 +1,800	+22%	+$56.7K	0.01%	225
2024 Q1	$264K	Hold	8,200	–	–	0.01%	255
2023 Q4	$256K	Buy	8,200 +800	+11%	+$23.9K	0.01%	223
2023 Q3	$223K	Buy	+7,400	New	+$226K	0.01%	222

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

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

Douglass Winthrop Advisors's PFF Position: Q2 2026 in Review

Douglass Winthrop Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 12,500 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #253.

Douglass Winthrop Advisors first reported a position in PFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $395K in Q3 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Douglass Winthrop Advisors held 12,500 shares of iShares Preferred and Income Securities ETF worth $381K as of Q2 2026.
Douglass Winthrop Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #253 holding.
Douglass Winthrop Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
Douglass Winthrop Advisors's iShares Preferred and Income Securities ETF position peaked at $395K in Q3 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.