Edgemoor Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Edgemoor Investment 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	$325K	Hold	10,663	–	–	0.02%	147
2026 Q1	$323K	Buy	10,663 +65	+0.6%	+$2.04K	0.03%	139
2025 Q4	$328K	Sell	10,598 -185	-2%	-$5.76K	0.03%	139
2025 Q3	$341K	Buy	10,783 +100	+0.9%	+$3.14K	0.03%	148
2025 Q2	$328K	Buy	10,683 +600	+6%	+$18.1K	0.03%	137
2025 Q1	$310K	Sell	10,083 -55	-0.5%	-$1.73K	0.03%	134
2024 Q4	$319K	Sell	10,138 -7	-0.1%	-$229	0.03%	132
2024 Q3	$337K	Buy	10,145 +1,290	+15%	+$41.5K	0.03%	131
2024 Q2	$279K	Buy	8,855 +575	+7%	+$18.1K	0.03%	136
2024 Q1	$267K	Buy	8,280 +860	+12%	+$27.4K	0.03%	142
2023 Q4	$231K	Buy	+7,420	New	+$222K	0.02%	149

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 22.9% 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

Edgemoor Investment Advisors's PFF Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 10,663 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #147.

Edgemoor Investment Advisors first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q3 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Edgemoor Investment Advisors held 10,663 shares of iShares Preferred and Income Securities ETF worth $325K as of Q2 2026.
Edgemoor Investment Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #147 holding.
Edgemoor Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
Edgemoor Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $341K in Q3 2025.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.