FM
PFF icon

Family Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Family Management’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
-683
Closed -$21K – 272
2025
Q2 		$21K Buy
+683
New +$20.6K ﹤0.01% 215
2023
Q3 		– Sell
-290
Closed -$8.97K – 171
2023
Q2 		$8.97K Hold
290
– – ﹤0.01% 159
2023
Q1 		$9.05K Sell
290
-2,613
-90% -$83.9K ﹤0.01% 148
2022
Q4 		$88.6K Buy
2,903
+2,613
+901% +$81.3K 0.02% 151
2022
Q3 		$9K Hold
290
– – ﹤0.01% 153
2022
Q2 		$10K Buy
+290
New +$9.81K ﹤0.01% 166
2020
Q1 		– Sell
-157,183
Closed -$5.91M – 184
2019
Q4 		$5.91M Buy
157,183
+20,219
+15% +$754K 2.04% 10
2019
Q3 		$5.14M Buy
136,964
+27,943
+26% +$1.04M 1.92% 12
2019
Q2 		$4.02M Buy
109,021
+54,140
+99% +$1.98M 1.58% 15
2019
Q1 		$2.01M Buy
+54,881
New +$1.97M 0.87% 41

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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