Key Financial Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Key Financial Inc’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 Q1	$174K	Sell	5,741 -484	-8%	-$15.2K	0.03%	312
2025 Q4	$193K	Sell	6,225 -916	-13%	-$28.5K	0.04%	293
2025 Q3	$227K	Sell	7,141 -98	-1%	-$3.08K	0.04%	270
2025 Q2	$222K	Buy	7,239 +207	+3%	+$6.23K	0.04%	262
2025 Q1	$216K	Sell	7,032 -1,328	-16%	-$41.9K	0.05%	256
2024 Q4	$263K	Sell	8,360 -22,871	-73%	-$747K	0.06%	214
2024 Q3	$1.04M	Buy	31,231 +9	+0%	+$290	0.23%	79
2024 Q2	$985K	Sell	31,222 -208	-0.7%	-$6.55K	0.24%	73
2024 Q1	$1.01M	Sell	31,430 -1,144	-4%	-$36.5K	0.26%	70
2023 Q4	$1.02M	Sell	32,574 -2,193	-6%	-$65.5K	0.28%	68
2023 Q3	$1.05M	Buy	34,767 +262	+0.8%	+$8.01K	0.35%	55
2023 Q2	$1.07M	Sell	34,505 -77	-0.2%	-$2.36K	0.35%	56
2023 Q1	$1.08M	Sell	34,582 -6,936	-17%	-$223K	0.39%	50
2022 Q4	$1.31M	Hold	41,518	–	–	0.62%	36
2022 Q3	$1.31M	Sell	41,518 -430	-1%	-$14.4K	0.62%	36
2022 Q2	$1.39M	Sell	41,948 -2,051	-5%	-$69.4K	0.75%	29
2022 Q1	$1.6M	Sell	43,999 -3,275	-7%	-$120K	0.8%	26
2021 Q4	$1.86M	Buy	47,274 +433	+0.9%	+$16.8K	0.93%	24
2021 Q3	$1.82M	Buy	46,841 +1	+0%	+$39	1.03%	21
2021 Q2	$1.85M	Buy	46,840 +4,222	+10%	+$164K	1.03%	20
2021 Q1	$1.64M	Buy	42,618 +2,544	+6%	+$96.5K	1.08%	19
2020 Q4	$1.54M	Sell	40,074 -983	-2%	-$36.7K	1.15%	18
2020 Q3	$1.5M	Sell	41,057 -271	-0.7%	-$9.75K	1.54%	15
2020 Q2	$1.43M	Buy	41,328 +480	+1%	+$16.4K	1.63%	16
2020 Q1	$1.3M	Sell	40,848 -14,422	-26%	-$517K	1.33%	15
2019 Q4	$2.08M	Buy	+55,270	New	+$2.06M	1.95%	10

Other funds holding PFF

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Key Financial Inc's PFF Position: Q1 2026 in Review

Key Financial Inc reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.8% in Q1 2026, selling an estimated $15.2K and leaving 5,741 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #312.

Key Financial Inc first reported a position in PFF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.08M in Q4 2019. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Key Financial Inc held 5,741 shares of iShares Preferred and Income Securities ETF worth $174K as of Q1 2026.
Key Financial Inc sold 484 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $15.2K.
iShares Preferred and Income Securities ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #312 holding.
Key Financial Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 26 quarters since.
Key Financial Inc's iShares Preferred and Income Securities ETF position peaked at $2.08M in Q4 2019.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.