Excelsior Advisor Network’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Excelsior Advisor Network’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	$1.27M	Sell	41,680 -1,018	-2%	-$31.7K	0.17%	132
2026 Q1	$1.29M	Buy	42,698 +8,637	+25%	+$270K	0.49%	50
2025 Q4	$1.05M	Buy	+34,061	New	+$1.06M	0.51%	54

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

Excelsior Advisor Network's PFF Position: Q2 2026 in Review

Excelsior Advisor Network reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.4% in Q2 2026, selling an estimated $31.7K and leaving 41,680 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #132.

Excelsior Advisor Network first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2026. 966 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Excelsior Advisor Network held 41,680 shares of iShares Preferred and Income Securities ETF worth $1.27M as of Q2 2026.
Excelsior Advisor Network sold 1,018 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $31.7K.
iShares Preferred and Income Securities ETF made up 0.17% of Excelsior Advisor Network's portfolio in Q2 2026, its #132 holding.
Excelsior Advisor Network first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
Excelsior Advisor Network's iShares Preferred and Income Securities ETF position peaked at $1.29M in Q1 2026.
966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.