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Hoese & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hoese & Co’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
2026
Q3 		– Sell
-39
Closed -$1.19K – 178
2026
Q2 		$1.19K Buy
+39
New +$1.22K ﹤0.01% 177
2025
Q2 		– Sell
-1,700
Closed -$52.2K – 171
2025
Q1 		$52.2K Hold
1,700
– – 0.05% 67
2024
Q4 		$53.4K Buy
+1,700
New +$55.5K 0.05% 67

Other funds holding PFF

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Hoese & Co's PFF Position: Q3 2026 in Review

Hoese & Co sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 39 shares — an estimated $1.19K sold.

Hoese & Co first reported a position in PFF in Q4 2024 and held it in 3 quarters. The position peaked at $53.4K in Q4 2024. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Hoese & Co reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Hoese & Co sold 39 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $1.19K.
  • Hoese & Co first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 3 quarters.
  • Hoese & Co's iShares Preferred and Income Securities ETF position peaked at $53.4K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.