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J. Safra Sarasin Holding’s iShares Preferred and Income Securities ETF PFF Stock Holding History

J. Safra Sarasin Holding’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
2025
Q2 		– Sell
-26,000
Closed -$799K – 536
2025
Q1 		$799K Hold
26,000
– – 0.01% 368
2024
Q4 		$817K Hold
26,000
– – 0.01% 361
2024
Q3 		$864K Hold
26,000
– – 0.02% 347
2024
Q2 		$820K Buy
+26,000
New +$818K 0.02% 363

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J. Safra Sarasin Holding's PFF Position: Q2 2025 in Review

J. Safra Sarasin Holding sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 26,000 shares — an estimated $799K sold.

J. Safra Sarasin Holding first reported a position in PFF in Q2 2024 and held it in 4 quarters. The position peaked at $864K in Q3 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • J. Safra Sarasin Holding reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 26,000 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $799K.
  • J. Safra Sarasin Holding first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 4 quarters.
  • J. Safra Sarasin Holding's iShares Preferred and Income Securities ETF position peaked at $864K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2025, filed 21 Jul 2025.