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Family Legacy Financial Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Family Legacy Financial Solutions’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
2025
Q3 		– Sell
-242
Closed -$7.42K – 281
2025
Q2 		$7.42K Buy
+242
New +$7.28K 0.01% 160

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Family Legacy Financial Solutions's PFF Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 242 shares — an estimated $7.42K sold.

Family Legacy Financial Solutions first reported a position in PFF in Q2 2025 and held it in 1 quarter. The position peaked at $7.42K in Q2 2025. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 242 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $7.42K.
  • Family Legacy Financial Solutions first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares Preferred and Income Securities ETF position peaked at $7.42K in Q2 2025.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.