Fulton Breakefield Broenniman’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
Q2
$12.4M Sell
405,687
-3,981
-1% -$124K 0.73% 35
2026
Q1
$12.4M Buy
409,668
+1,326
+0.3% +$41.5K 0.81% 36
2025
Q4
$12.6M Sell
408,342
-6,973
-2% -$217K 0.8% 35
2025
Q3
$13.1M Buy
415,315
+2,949
+0.7% +$92.7K 0.85% 34
2025
Q2
$12.7M Sell
412,366
-61,434
-13% -$1.85M 0.86% 38
2025
Q1
$14.6M Buy
473,800
+18,885
+4% +$595K 1.05% 33
2024
Q4
$14.3M Sell
454,915
-44,795
-9% -$1.46M 1.02% 31
2024
Q3
$16.6M Buy
499,710
+7,192
+1% +$231K 1.16% 28
2024
Q2
$15.5M Buy
492,518
+7,384
+2% +$232K 1.15% 30
2024
Q1
$15.6M Buy
485,134
+18,054
+4% +$576K 1.2% 30
2023
Q4
$14.6M Sell
467,080
-5,475
-1% -$164K 1.17% 36
2023
Q3
$14.2M Buy
472,555
+15,853
+3% +$485K 1.24% 30
2023
Q2
$14.1M Buy
456,702
+17,646
+4% +$540K 1.17% 33
2023
Q1
$13.7M Buy
439,056
+10,701
+2% +$344K 1.18% 37
2022
Q4
$13.1M Sell
428,355
-17,565
-4% -$546K 1.16% 40
2022
Q3
$14.1M Sell
445,920
-7,148
-2% -$240K 1.33% 30
2022
Q2
$14.9M Buy
453,068
+930
+0.2% +$31.5K 1.29% 31
2022
Q1
$16.5M Buy
452,138
+37,670
+9% +$1.39M 1.45% 29
2021
Q4
$16.3M Buy
414,468
+34,081
+9% +$1.32M 1.21% 36
2021
Q3
$14.8M Buy
380,387
+21,278
+6% +$835K 1.26% 34
2021
Q2
$14.1M Buy
359,109
+29,908
+9% +$1.16M 1.21% 36
2021
Q1
$12.6M Buy
329,201
+52,062
+19% +$1.97M 1.17% 39
2020
Q4
$10.7M Sell
277,139
-34,057
-11% -$1.27M 1.28% 36
2020
Q3
$11.3M Buy
311,196
+4,905
+2% +$177K 1.28% 37
2020
Q2
$10.6M Buy
306,291
+12,734
+4% +$434K 1.29% 35
2020
Q1
$9.35M Buy
293,557
+8,158
+3% +$293K 1.4% 36
2019
Q4
$10.7M Buy
285,399
+6,847
+2% +$255K 1.25% 41
2019
Q3
$10.5M Sell
278,552
-3,837
-1% -$143K 1.33% 37
2019
Q2
$10.4M Buy
282,389
+3,296
+1% +$121K 1.65% 28
2019
Q1
$10.2M Sell
279,093
-4,304
-2% -$155K 1.66% 25
2018
Q4
$9.7M Sell
283,397
-42,737
-13% -$1.51M 1.71% 22
2018
Q3
$12.1M Buy
326,134
+2,333
+0.7% +$87.5K 1.88% 15
2018
Q2
$12.2M Sell
323,801
-289
-0.1% -$10.8K 1.95% 12
2018
Q1
$12.2M Buy
324,090
+4,903
+2% +$184K 2.11% 8
2017
Q4
$12.2M Buy
319,187
+22,626
+8% +$869K 2.04% 10
2017
Q3
$11.5M Buy
296,561
+13,983
+5% +$545K 2.01% 10
2017
Q2
$11.1M Buy
282,578
+14,650
+5% +$570K 1.98% 11
2017
Q1
$10.4M Buy
267,928
+19,314
+8% +$738K 1.93% 13
2016
Q4
$9.25M Sell
248,614
-9,376
-4% -$356K 1.83% 14
2016
Q3
$10.2M Buy
257,990
+13,580
+6% +$542K 2.07% 9
2016
Q2
$9.75M Buy
244,410
+6,088
+3% +$239K 1.99% 11
2016
Q1
$9.3M Sell
238,322
-1,024
-0.4% -$39.1K 2.04% 10
2015
Q4
$9.3M Buy
239,346
+4,741
+2% +$185K 2.06% 8
2015
Q3
$9.06M Buy
234,605
+5,349
+2% +$209K 2.14% 3
2015
Q2
$8.98M Buy
229,256
+14,392
+7% +$571K 1.96% 4
2015
Q1
$8.62M Buy
214,864
+13,663
+7% +$544K 1.92% 9
2014
Q4
$7.94M Buy
201,201
+5,847
+3% +$231K 1.74% 14
2014
Q3
$7.72M Buy
195,354
+8,696
+5% +$345K 1.81% 9
2014
Q2
$7.45M Buy
186,658
+12,490
+7% +$492K 1.8% 9
2014
Q1
$6.8M Buy
174,168
+8,745
+5% +$334K 1.75% 13
2013
Q4
$6.09M Buy
165,423
+237
+0.1% +$8.95K 1.61% 22
2013
Q3
$6.28M Buy
165,186
+7,353
+5% +$281K 1.69% 15
2013
Q2
$6.2M Buy
+157,833
New +$6.34M 1.82% 11

Other funds holding PFF

Fulton Breakefield Broenniman's PFF Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.97% in Q2 2026, selling an estimated $124K and leaving 405,687 shares worth $12.4M. The position accounts for 0.73% of the portfolio, ranked #35.

Fulton Breakefield Broenniman first reported a position in PFF in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.6M in Q3 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Fulton Breakefield Broenniman held 405,687 shares of iShares Preferred and Income Securities ETF worth $12.4M as of Q2 2026.
  • Fulton Breakefield Broenniman sold 3,981 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $124K.
  • iShares Preferred and Income Securities ETF made up 0.73% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #35 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 53 quarters since.
  • Fulton Breakefield Broenniman's iShares Preferred and Income Securities ETF position peaked at $16.6M in Q3 2024.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.