Farther Finance Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Farther Finance 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	$905K	Sell	29,680 -8,628	-23%	-$269K	0.01%	1171
2026 Q1	$1.16M	Buy	38,308 +3,445	+10%	+$108K	0.01%	878
2025 Q4	$1.08M	Buy	34,863 +9,590	+38%	+$299K	0.01%	853
2025 Q3	$799K	Buy	25,273 +10,359	+69%	+$326K	0.01%	840
2025 Q2	$458K	Sell	14,914 -6,243	-30%	-$188K	0.01%	945
2025 Q1	$645K	Sell	21,157 -1,814	-8%	-$57.2K	0.02%	670
2024 Q4	$722K	Sell	22,971 -5,003	-18%	-$163K	0.03%	473
2024 Q3	$930K	Buy	27,974 +11,468	+69%	+$369K	0.03%	368
2024 Q2	$516K	Buy	16,506 +381	+2%	+$12K	0.03%	470
2024 Q1	$518K	Buy	16,125 +115	+0.7%	+$3.67K	0.03%	384
2023 Q4	$499K	Sell	16,010 -7,473	-32%	-$223K	0.04%	349
2023 Q3	$708K	Buy	23,483 +1,126	+5%	+$34.4K	0.11%	158
2023 Q2	$692K	Buy	22,357 +2,435	+12%	+$74.5K	0.15%	125
2023 Q1	$622K	Buy	19,922 +9,112	+84%	+$293K	0.18%	109
2022 Q4	$330K	Buy	+10,810	New	+$336K	0.13%	162

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

Farther Finance Advisors's PFF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q2 2026, selling an estimated $269K and leaving 29,680 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1171.

Farther Finance Advisors first reported a position in PFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Farther Finance Advisors held 29,680 shares of iShares Preferred and Income Securities ETF worth $905K as of Q2 2026.
Farther Finance Advisors sold 8,628 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $269K.
iShares Preferred and Income Securities ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1171 holding.
Farther Finance Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares Preferred and Income Securities ETF position peaked at $1.16M in Q1 2026.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.