Gryphon Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Gryphon Financial Partners’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
2023 Q3	–	Sell	-826	Closed	-$25.5K	–	201
2023 Q2	$25.5K	Buy	+826	New	+$25.3K	0.01%	201
2022 Q3	–	Sell	-200	Closed	-$7K	–	223
2022 Q2	$7K	Buy	+200	New	+$6.77K	﹤0.01%	221
2019 Q1	–	Sell	-16,771	Closed	-$636K	–	164
2018 Q4	$636K	Buy	+16,771	New	+$594K	0.16%	98

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

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Gryphon Financial Partners's PFF Position: Q3 2023 in Review

Gryphon Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 826 shares — an estimated $25.5K sold.

Gryphon Financial Partners first reported a position in PFF in Q4 2018 and held it in 3 quarters. The position peaked at $636K in Q4 2018. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Gryphon Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Gryphon Financial Partners sold 826 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $25.5K.
Gryphon Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 3 quarters.
Gryphon Financial Partners's iShares Preferred and Income Securities ETF position peaked at $636K in Q4 2018.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Gryphon Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.