EH
PFXF icon

Equitable Holdings’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Equitable Holdings’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.01M Buy
168,557
+4,403
+3% +$80.9K 0.02% 610
2026
Q1 		$2.88M Buy
164,154
+23,546
+17% +$427K 0.02% 612
2025
Q4 		$2.48M Buy
140,608
+12,102
+9% +$214K 0.02% 569
2025
Q3 		$2.28M Buy
128,506
+23,543
+22% +$416K 0.02% 567
2025
Q2 		$1.8M Buy
104,963
+16,326
+18% +$271K 0.01% 608
2025
Q1 		$1.49M Buy
88,637
+77,230
+677% +$1.33M 0.01% 597
2024
Q4 		$197K Buy
11,407
+1,382
+14% +$24.9K ﹤0.01% 1202
2024
Q3 		$183K Hold
10,025
– – ﹤0.01% 1203
2024
Q2 		$173K Sell
10,025
-1,293
-11% -$22.4K ﹤0.01% 1155
2024
Q1 		$200K Sell
11,318
-3,237
-22% -$56.8K ﹤0.01% 1098
2023
Q4 		$250K Sell
14,555
-11,790
-45% -$195K ﹤0.01% 992
2023
Q3 		$443K Sell
26,345
-3,464
-12% -$59.6K 0.01% 757
2023
Q2 		$527K Buy
29,809
+17,188
+136% +$298K 0.01% 690
2023
Q1 		$223K Buy
+12,621
New +$224K ﹤0.01% 888

Other funds holding PFXF

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Equitable Holdings's PFXF Position: Q2 2026 in Review

Equitable Holdings increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.7% in Q2 2026, buying an estimated $80.9K and bringing the position to 168,557 shares worth $3.01M. The position accounts for 0.02% of the portfolio, ranked #610.

Equitable Holdings first reported a position in PFXF in Q1 2023 and has held it in 14 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Equitable Holdings held 168,557 shares of VanEck Preferred Securities ex Financials ETF worth $3.01M as of Q2 2026.
  • Equitable Holdings bought 4,403 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $80.9K.
  • VanEck Preferred Securities ex Financials ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #610 holding.
  • Equitable Holdings first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and has held it in 14 quarters since.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.