Fortress Financial Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fortress Financial Solutions’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 Q1	$5.85M	Buy	193,089 +7,993	+4%	+$250K	6.12%	4
2025 Q4	$5.73M	Buy	185,096 +6,368	+4%	+$198K	5.86%	4
2025 Q3	$5.65M	Buy	178,728 +10,715	+6%	+$337K	6.16%	4
2025 Q2	$5.15M	Buy	168,013 +7,449	+5%	+$224K	6.47%	4
2025 Q1	$4.93M	Buy	160,564 +40,478	+34%	+$1.28M	7.14%	3
2024 Q4	$3.78M	Buy	+120,086	New	+$3.92M	5.38%	6

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

Fortress Financial Solutions's PFF Position: Q1 2026 in Review

Fortress Financial Solutions increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.3% in Q1 2026, buying an estimated $250K and bringing the position to 193,089 shares worth $5.85M. The position accounts for 6.12% of the portfolio, ranked #4.

Fortress Financial Solutions first reported a position in PFF in Q4 2024 and has held it in 6 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Fortress Financial Solutions held 193,089 shares of iShares Preferred and Income Securities ETF worth $5.85M as of Q1 2026.
Fortress Financial Solutions bought 7,993 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $250K.
iShares Preferred and Income Securities ETF made up 6.12% of Fortress Financial Solutions's portfolio in Q1 2026, its #4 holding.
Fortress Financial Solutions first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 6 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.