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Financial Partners Group (Kansas)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-21,208
Closed -$671K – 239
2025
Q3 		$671K Hold
21,208
– – 0.08% 110
2025
Q2 		$651K Sell
21,208
-15,690
-43% -$472K 0.09% 99
2025
Q1 		$1.13M Hold
36,898
– – 0.18% 63
2024
Q4 		$1.16M Hold
36,898
– – 0.17% 61
2024
Q3 		$1.23M Buy
36,898
+19,389
+111% +$624K 0.18% 62
2024
Q2 		$552K Sell
17,509
-103
-0.6% -$3.24K 0.09% 96
2024
Q1 		$568K Buy
17,612
+1
+0% +$32 0.09% 92
2023
Q4 		$549K Sell
17,611
-2,934
-14% -$87.7K 0.1% 87
2023
Q3 		$605K Buy
+20,545
New +$628K 0.12% 76
2018
Q4 		– Sell
-207,899
Closed -$7.72M – 83
2018
Q3 		$7.72M Buy
207,899
+9,982
+5% +$374K 5.03% 6
2018
Q2 		$7.46M Buy
197,917
+28,629
+17% +$1.07M 5.47% 5
2018
Q1 		$6.36M Buy
169,288
+22,572
+15% +$847K 4.99% 5
2017
Q4 		$5.58M Buy
+146,716
New +$5.63M 4.4% 7

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Partners Group (Kansas)'s PFF Position: Q4 2025 in Review

Financial Partners Group (Kansas) sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 21,208 shares — an estimated $671K sold.

Financial Partners Group (Kansas) first reported a position in PFF in Q4 2017 and held it in 13 quarters. The position peaked at $7.72M in Q3 2018. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Financial Partners Group (Kansas) reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 21,208 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $671K.
  • Financial Partners Group (Kansas) first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 13 quarters.
  • Financial Partners Group (Kansas)'s iShares Preferred and Income Securities ETF position peaked at $7.72M in Q3 2018.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.