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EP Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

EP Wealth 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 		$338K Buy
+11,084
New +$345K ﹤0.01% 1213
2025
Q2 		$206K Sell
6,725
-1,012
-13% -$30.5K ﹤0.01% 1238
2025
Q1 		$238K Sell
7,737
-8,644
-53% -$273K ﹤0.01% 1042
2024
Q4 		$515K Buy
16,381
+2,918
+22% +$95.3K ﹤0.01% 688
2024
Q3 		$447K Buy
13,463
+1,685
+14% +$54.2K ﹤0.01% 723
2024
Q2 		$372K Buy
11,778
+340
+3% +$10.7K ﹤0.01% 600
2024
Q1 		$369K Sell
11,438
-4,030
-26% -$128K ﹤0.01% 577
2023
Q4 		$482K Buy
15,468
+1,936
+14% +$57.8K 0.01% 497
2023
Q3 		$408K Buy
13,532
+7,489
+124% +$229K 0.01% 498
2023
Q2 		$371K Sell
6,043
-144,407
-96% -$4.42M 0.01% 522
2023
Q1 		$6.14M Buy
150,450
+139,174
+1,234% +$4.47M 0.11% 117
2022
Q4 		$344K Sell
11,276
-1,989
-15% -$61.9K 0.01% 441
2022
Q3 		$420K Sell
13,265
-6,484
-33% -$217K 0.01% 290
2022
Q2 		$649K Buy
19,749
+3,373
+21% +$114K 0.01% 328
2022
Q1 		$596K Sell
16,376
-10,390
-39% -$382K 0.01% 348
2021
Q4 		$1.05M Buy
26,766
+6,572
+33% +$255K 0.02% 251
2021
Q3 		$784K Sell
20,194
-1,421
-7% -$55.7K 0.02% 266
2021
Q2 		$850K Sell
21,615
-2,521
-10% -$97.7K 0.02% 264
2021
Q1 		$927K Buy
24,136
+6,415
+36% +$243K 0.03% 234
2020
Q4 		$682K Buy
17,721
+527
+3% +$19.7K 0.02% 226
2020
Q3 		$627K Buy
+17,194
New +$619K 0.03% 207
2020
Q2 		– Sell
-23,638
Closed -$805K – 198
2020
Q1 		$753K Buy
23,638
+7,171
+44% +$257K 0.04% 211
2019
Q4 		$619K Buy
16,467
+5,711
+53% +$213K 0.03% 249
2019
Q3 		$404K Sell
10,756
-2,600
-19% -$96.7K 0.02% 240
2019
Q2 		$492K Buy
+13,356
New +$489K 0.03% 196

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EP Wealth Advisors's PFF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 11,084 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PFF as recently as Q2 2025.

EP Wealth Advisors first reported a position in PFF in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.14M in Q1 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • EP Wealth Advisors held 11,084 shares of iShares Preferred and Income Securities ETF worth $338K as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1213 holding.
  • EP Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $6.14M in Q1 2023.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.