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

GeoWealth Management’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
-88,879
Closed -$2.81M – 814
2025
Q3 		$2.81M Buy
88,879
+84,551
+1,954% +$2.66M 0.1% 129
2025
Q2 		$133K Buy
+4,328
New +$130K 0.01% 755
2025
Q1 		– Sell
-313
Closed -$9.84K – 1596
2024
Q4 		$9.84K Buy
+313
New +$10.2K ﹤0.01% 1492
2024
Q3 		– Hold
0
– – – 1697
2024
Q2 		– Hold
0
– – – 861
2024
Q1 		– Sell
-5,558
Closed -$177K – 848
2023
Q4 		$174K Buy
5,558
+4,365
+366% +$130K 0.01% 526
2023
Q3 		$36K Buy
1,193
+151
+14% +$4.62K ﹤0.01% 410
2023
Q2 		$32K Sell
1,042
-1,353
-56% -$41.4K ﹤0.01% 348
2023
Q1 		$75K Buy
2,395
+1,898
+382% +$61K 0.01% 268
2022
Q4 		$15K Buy
497
+165
+50% +$5.13K ﹤0.01% 331
2022
Q3 		$11K Sell
332
-9
-3% -$302 ﹤0.01% 331
2022
Q2 		$12K Sell
341
-28
-8% -$948 ﹤0.01% 323
2022
Q1 		$14K Sell
369
-1,306
-78% -$48K ﹤0.01% 384
2021
Q4 		$66K Buy
1,675
+3
+0.2% +$117 0.01% 316
2021
Q3 		$65K Sell
1,672
-12,501
-88% -$490K 0.01% 332
2021
Q2 		$559K Buy
14,173
+246
+2% +$9.53K 0.07% 136
2021
Q1 		$534K Sell
13,927
-152,777
-92% -$5.79M 0.08% 114
2020
Q4 		$6.43M Buy
166,704
+159,422
+2,189% +$5.96M 1.03% 28
2020
Q3 		$267K Sell
7,282
-287
-4% -$10.3K 0.08% 132
2020
Q2 		$262K Buy
7,569
+731
+11% +$24.9K 0.11% 131
2020
Q1 		$218K Sell
6,838
-9,107
-57% -$327K 0.15% 87
2019
Q4 		$599K Sell
15,945
-2,773
-15% -$103K 0.32% 51
2019
Q3 		$703K Buy
18,718
+7,128
+62% +$265K 0.16% 83
2019
Q2 		$427K Buy
+11,590
New +$425K 1.12% 24

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

GeoWealth Management's PFF Position: Q4 2025 in Review

GeoWealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 88,879 shares — an estimated $2.81M sold.

GeoWealth Management first reported a position in PFF in Q2 2019 and held it in 22 quarters. The position peaked at $6.43M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • GeoWealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 88,879 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $2.81M.
  • GeoWealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and held it in 22 quarters.
  • GeoWealth Management's iShares Preferred and Income Securities ETF position peaked at $6.43M in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.