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

Greenberg 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 Q4	$7.42M	Buy	+239,794	New	+$7.47M	3.06%	11
2025 Q2	$7.57M	Sell	248,249 -11,373	-4%	-$342K	2.8%	11
2025 Q1	$7.87M	Buy	+259,622	New	+$8.19M	3.25%	10

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenberg Financial Group's PFF Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2025: 239,794 shares worth $7.42M. The stake represents 3.06% of the portfolio and ranks #11 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in PFF as recently as Q2 2025.

Greenberg Financial Group first reported a position in PFF in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.87M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Greenberg Financial Group held 239,794 shares of iShares Preferred and Income Securities ETF worth $7.42M as of Q4 2025.
iShares Preferred and Income Securities ETF was a new Greenberg Financial Group position in Q4 2025.
iShares Preferred and Income Securities ETF made up 3.06% of Greenberg Financial Group's portfolio in Q4 2025, its #11 holding.
Greenberg Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's iShares Preferred and Income Securities ETF position peaked at $7.87M in Q1 2025.
1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.