FFG
PFF icon

Fortem Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fortem Financial Group’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
-8,189
Closed -$251K – 176
2025
Q2 		$251K Sell
8,189
-5,222
-39% -$157K 0.08% 146
2025
Q1 		$412K Sell
13,411
-837
-6% -$26.4K 0.16% 132
2024
Q4 		$448K Hold
14,248
– – 0.17% 124
2024
Q3 		$473K Sell
14,248
-315
-2% -$10.1K 0.19% 118
2024
Q2 		$459K Hold
14,563
– – 0.2% 114
2024
Q1 		$469K Sell
14,563
-317
-2% -$10.1K 0.21% 116
2023
Q4 		$464K Buy
14,880
+632
+4% +$18.9K 0.23% 108
2023
Q3 		$430K Sell
14,248
-80
-0.6% -$2.44K 0.25% 104
2023
Q2 		$443K Hold
14,328
– – 0.26% 102
2023
Q1 		$447K Sell
14,328
-4,500
-24% -$145K 0.29% 102
2022
Q4 		$575K Buy
18,828
+5,801
+45% +$180K 0.34% 89
2022
Q3 		$413K Sell
13,027
-27
-0.2% -$905 0.29% 103
2022
Q2 		$429K Sell
13,054
-4,108
-24% -$139K 0.28% 107
2022
Q1 		$625K Sell
17,162
-7,732
-31% -$284K 0.27% 103
2021
Q4 		$982K Sell
24,894
-500
-2% -$19.4K 0.45% 77
2021
Q3 		$986K Sell
25,394
-1,635
-6% -$64.1K 0.5% 70
2021
Q2 		$1.06M Sell
27,029
-7,283
-21% -$282K 0.54% 71
2021
Q1 		$1.32M Buy
34,312
+625
+2% +$23.7K 0.76% 44
2020
Q4 		$1.3M Sell
33,687
-949
-3% -$35.5K 0.78% 41
2020
Q3 		$1.26M Sell
34,636
-172,659
-83% -$6.21M 0.91% 37
2020
Q2 		$7.18M Sell
207,295
-25,018
-11% -$852K 5.55% 1
2020
Q1 		$7.4M Buy
+232,313
New +$8.33M 6.74% 1

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

Fortem Financial Group's PFF Position: Q3 2025 in Review

Fortem Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 8,189 shares — an estimated $251K sold.

Fortem Financial Group first reported a position in PFF in Q1 2020 and held it in 22 quarters. The position peaked at $7.4M in Q1 2020. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Fortem Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 8,189 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $251K.
  • Fortem Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 22 quarters.
  • Fortem Financial Group's iShares Preferred and Income Securities ETF position peaked at $7.4M in Q1 2020.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.