J. M. Brown & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

J. M. Brown & Associates’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	$232K	Buy	+7,617	New	+$237K	0.13%	153

Other funds holding PFF

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J. M. Brown & Associates's PFF Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,617 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings.

936 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

J. M. Brown & Associates held 7,617 shares of iShares Preferred and Income Securities ETF worth $232K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.13% of J. M. Brown & Associates's portfolio in Q2 2026, its #153 holding.
936 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.