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

Houlihan Financial Resource 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
2026 Q2	$3.31M	Sell	108,482 -986	-0.9%	-$30.7K	1.18%	31
2026 Q1	$3.32M	Sell	109,468 -4,393	-4%	-$138K	1.29%	28
2025 Q4	$3.55M	Buy	113,861 +55,511	+95%	+$1.73M	1.35%	27
2025 Q3	$1.85M	Sell	58,350 -90,335	-61%	-$2.84M	1.62%	23
2025 Q2	$4.59M	Sell	148,685 -6,233	-4%	-$188K	1.91%	17
2025 Q1	$4.76M	Sell	154,918 -13,099	-8%	-$413K	2.14%	16
2024 Q4	$5.28M	Sell	168,017 -520	-0.3%	-$17K	2.25%	15
2024 Q3	$5.6M	Buy	+168,537	New	+$5.42M	2.32%	13
2024 Q2	–	Sell	-168,879	Closed	-$5.44M	–	88
2024 Q1	$5.44M	Buy	168,879 +1,440	+0.9%	+$45.9K	2.44%	13
2023 Q4	$5.22M	Buy	167,439 +5,696	+4%	+$170K	2.53%	12
2023 Q3	$4.76M	Buy	+161,743	New	+$4.94M	2.55%	13
2023 Q2	–	Sell	-161,795	Closed	-$5.05M	–	164
2023 Q1	$5.05M	Buy	161,795 +2,779	+2%	+$89.3K	2.76%	11
2022 Q4	$5.06M	Sell	159,016 -29,274	-16%	-$911K	2.92%	10
2022 Q3	$5.93M	Buy	+188,290	New	+$6.31M	3.61%	6
2020 Q3	$7.32M	Buy	+196,404	New	+$7.07M	4.23%	4
2020 Q1	$6.09M	Buy	191,186 +2,384	+1%	+$85.5K	5.29%	4
2019 Q4	$7.1M	Buy	+188,802	New	+$7.04M	4.59%	5

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Houlihan Financial Resource Group's PFF Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.9% in Q2 2026, selling an estimated $30.7K and leaving 108,482 shares worth $3.31M. The position accounts for 1.18% of the portfolio, ranked #31.

Houlihan Financial Resource Group first reported a position in PFF in Q4 2019 and has held it in 17 quarters since. The position peaked at $7.32M in Q3 2020. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Houlihan Financial Resource Group held 108,482 shares of iShares Preferred and Income Securities ETF worth $3.31M as of Q2 2026.
Houlihan Financial Resource Group sold 986 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $30.7K.
iShares Preferred and Income Securities ETF made up 1.18% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #31 holding.
Houlihan Financial Resource Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 17 quarters since.
Houlihan Financial Resource Group's iShares Preferred and Income Securities ETF position peaked at $7.32M in Q3 2020.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.