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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.51M Buy
49,730
+1,000
+2% +$31.3K 0.69% 27
2025
Q4
$1.51M Hold
48,730
0.7% 28
2025
Q3
$1.54M Buy
48,730
+7,280
+18% +$229K 0.71% 29
2025
Q2
$1.27M Sell
41,450
-6,100
-13% -$184K 0.68% 27
2025
Q1
$1.46M Buy
47,550
+1,000
+2% +$31.5K 0.79% 24
2024
Q4
$1.46M Buy
+46,550
New +$1.52M 0.74% 25

Other funds holding PFF

Fogel Capital Management's PFF Position: Q1 2026 in Review

Fogel Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q1 2026, buying an estimated $31.3K and bringing the position to 49,730 shares worth $1.51M. The position accounts for 0.69% of the portfolio, ranked #27.

Fogel Capital Management first reported a position in PFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Fogel Capital Management held 49,730 shares of iShares Preferred and Income Securities ETF worth $1.51M as of Q1 2026.
  • Fogel Capital Management bought 1,000 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $31.3K.
  • iShares Preferred and Income Securities ETF made up 0.69% of Fogel Capital Management's portfolio in Q1 2026, its #27 holding.
  • Fogel Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • Fogel Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.54M in Q3 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.