Grove Bank & Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Grove Bank & Trust’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	-300	Closed	-$9.49K	–	874
2025 Q3	$9.49K	Sell	300 -500	-63%	-$15.7K	﹤0.01%	628
2025 Q2	$24.5K	Hold	800	–	–	﹤0.01%	506
2025 Q1	$24.6K	Buy	+800	New	+$25.2K	﹤0.01%	495
2024 Q2	–	Sell	-1,525	Closed	-$49.2K	–	586
2024 Q1	$49.2K	Buy	+1,525	New	+$48.6K	0.01%	378
2023 Q3	–	Sell	-11,672	Closed	-$361K	–	778
2023 Q2	$361K	Hold	11,672	–	–	0.07%	169
2023 Q1	$364K	Hold	11,672	–	–	0.08%	169
2022 Q4	$356K	Sell	11,672 -750	-6%	-$23.3K	0.08%	172
2022 Q3	$393K	Buy	+12,422	New	+$416K	0.1%	155
2018 Q2	–	Sell	-6,500	Closed	-$244K	–	161
2018 Q1	$244K	Hold	6,500	–	–	0.11%	151
2017 Q4	$247K	Sell	6,500 -450	-6%	-$17.3K	0.11%	150
2017 Q3	$270K	Sell	6,950 -100	-1%	-$3.9K	0.13%	135
2017 Q2	$276K	Buy	7,050 +400	+6%	+$15.6K	0.18%	118
2017 Q1	$257K	Buy	6,650 +150	+2%	+$5.74K	0.21%	81
2016 Q4	$242K	Hold	6,500	–	–	0.18%	92
2016 Q3	$257K	Buy	+6,500	New	+$259K	0.22%	86

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grove Bank & Trust's PFF Position: Q4 2025 in Review

Grove Bank & Trust sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 300 shares — an estimated $9.49K sold.

Grove Bank & Trust first reported a position in PFF in Q3 2016 and held it in 15 quarters. The position peaked at $393K in Q3 2022. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Grove Bank & Trust reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Grove Bank & Trust sold 300 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $9.49K.
Grove Bank & Trust first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and held it in 15 quarters.
Grove Bank & Trust's iShares Preferred and Income Securities ETF position peaked at $393K in Q3 2022.
1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Grove Bank & Trust's 13F filing for Q4 2025, filed 8 Jan 2026.