Keynote Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Keynote Financial Services’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	$1.93M	Buy	63,189 +10,721	+20%	+$334K	0.9%	31
2026 Q1	$1.59M	Buy	52,468 +6,848	+15%	+$214K	0.85%	37
2025 Q4	$1.41M	Buy	45,620 +28,132	+161%	+$876K	0.79%	38
2025 Q3	$553K	Buy	17,488 +4,805	+38%	+$151K	0.33%	83
2025 Q2	$389K	Sell	12,683 -400	-3%	-$12K	0.26%	104
2025 Q1	$402K	Buy	13,083 +40	+0.3%	+$1.26K	0.29%	96
2024 Q4	$410K	Buy	13,043 +58	+0.4%	+$1.89K	0.31%	90
2024 Q3	$431K	Sell	12,985 -900	-6%	-$29K	0.33%	84
2024 Q2	$438K	Sell	13,885 -1,000	-7%	-$31.5K	0.37%	74
2024 Q1	$480K	Buy	+14,885	New	+$475K	0.4%	73

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

Keynote Financial Services's PFF Position: Q2 2026 in Review

Keynote Financial Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 20% in Q2 2026, buying an estimated $334K and bringing the position to 63,189 shares worth $1.93M. The position accounts for 0.9% of the portfolio, ranked #31.

Keynote Financial Services first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Keynote Financial Services held 63,189 shares of iShares Preferred and Income Securities ETF worth $1.93M as of Q2 2026.
Keynote Financial Services bought 10,721 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $334K.
iShares Preferred and Income Securities ETF made up 0.9% of Keynote Financial Services's portfolio in Q2 2026, its #31 holding.
Keynote Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.