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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
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

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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hoese & Co's PFF Position: Q2 2026 in Review

Hoese & Co opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 39 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Hoese & Co previously reported a position in PFF as recently as Q1 2025.

Hoese & Co first reported a position in PFF in Q4 2024 and has held it in 3 quarters since. The position peaked at $53.4K in Q4 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Hoese & Co held 39 shares of iShares Preferred and Income Securities ETF worth $1.19K as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Hoese & Co position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Hoese & Co's portfolio in Q2 2026, its #177 holding.
  • Hoese & Co first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 3 quarters since.
  • Hoese & Co's iShares Preferred and Income Securities ETF position peaked at $53.4K in Q4 2024.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.