Jim Simons’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Jim Simons’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,513	Closed	-$631K	–	3637
2025 Q3	$631K	Sell	35,513 -29,987	-46%	-$530K	﹤0.01%	2699
2025 Q2	$1.12M	Buy	65,500 +50,000	+323%	+$830K	﹤0.01%	2454
2025 Q1	$260K	Buy	+15,500	New	+$268K	﹤0.01%	2980
2024 Q4	–	Sell	-58,213	Closed	-$1.06M	–	3824
2024 Q3	$1.06M	Buy	+58,213	New	+$1.02M	﹤0.01%	2416
2024 Q2	–	Sell	-35,700	Closed	-$632K	–	3855
2024 Q1	$632K	Buy	35,700 +25,178	+239%	+$442K	﹤0.01%	2766
2023 Q4	$181K	Buy	+10,522	New	+$174K	﹤0.01%	3164
2023 Q3	–	Sell	-19,000	Closed	-$336K	–	3987
2023 Q2	$336K	Buy	+19,000	New	+$329K	﹤0.01%	3080
2022 Q2	–	Sell	-38,899	Closed	-$799K	–	4482
2022 Q1	$799K	Buy	38,899 +12,799	+49%	+$262K	﹤0.01%	2873
2021 Q4	$571K	Buy	+26,100	New	+$562K	﹤0.01%	3013

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's PFXF Position: Q4 2025 in Review

Jim Simons sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 35,513 shares — an estimated $631K sold.

Jim Simons first reported a position in PFXF in Q4 2021 and held it in 9 quarters. The position peaked at $1.12M in Q2 2025. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

Jim Simons reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 35,513 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $631K.
Jim Simons first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 9 quarters.
Jim Simons's VanEck Preferred Securities ex Financials ETF position peaked at $1.12M in Q2 2025.
210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.