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Keystone Financial Group (Kentucky)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Keystone Financial Group (Kentucky)’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 		$500K Buy
16,270
+223
+1% +$6.98K 0.03% 296
2025
Q4 		$497K Sell
16,047
-1,722
-10% -$53.6K 0.04% 263
2025
Q3 		$562K Sell
17,769
-6,090
-26% -$191K 0.04% 223
2025
Q2 		$735K Buy
23,859
+9,105
+62% +$274K 0.07% 184
2025
Q1 		$453K Buy
14,754
+7,862
+114% +$248K 0.05% 222
2024
Q4 		$217K Sell
6,892
-2,016
-23% -$65.8K 0.02% 354
2024
Q3 		$296K Buy
+8,908
New +$287K 0.04% 280
2024
Q2 		– Sell
-8,193
Closed -$264K – 259
2024
Q1 		$264K Buy
8,193
+247
+3% +$7.87K 0.04% 276
2023
Q4 		$248K Sell
7,946
-117,066
-94% -$3.5M 0.04% 243
2023
Q3 		$3.77M Sell
125,012
-427
-0.3% -$13.1K 0.63% 34
2023
Q2 		$3.88M Buy
+125,439
New +$3.84M 0.66% 34
2022
Q4 		$3.82M Sell
125,286
-66
-0.1% -$2.05K 0.76% 27
2022
Q3 		$3.97M Sell
125,352
-941
-0.7% -$31.5K 0.81% 28
2022
Q2 		$4.15M Buy
126,293
+28
+0% +$948 0.82% 24
2022
Q1 		$4.6M Sell
126,265
-58,611
-32% -$2.16M 0.78% 26
2021
Q4 		$7.29M Sell
184,876
-1,188
-0.6% -$46.2K 1.2% 18
2021
Q3 		$7.22M Sell
186,064
-114
-0.1% -$4.47K 1.31% 16
2021
Q2 		$7.32M Sell
186,178
-501
-0.3% -$19.4K 1.33% 16
2021
Q1 		$7.17M Buy
186,679
+3,873
+2% +$147K 1.4% 14
2020
Q4 		$7.04M Sell
182,806
-771
-0.4% -$28.8K 1.46% 12
2020
Q3 		$6.69M Sell
183,577
-1,615
-0.9% -$58.1K 1.64% 11
2020
Q2 		$6.42M Buy
185,192
+58
+0% +$1.98K 1.74% 11
2020
Q1 		$5.89M Buy
185,134
+142,383
+333% +$5.11M 1.95% 10
2019
Q4 		$1.61M Buy
42,751
+24,793
+138% +$925K 0.43% 57
2019
Q3 		$674K Buy
17,958
+972
+6% +$36.2K 0.21% 100
2019
Q2 		$626K Sell
16,986
-645
-4% -$23.6K 0.2% 106
2019
Q1 		$644K Buy
17,631
+667
+4% +$24K 0.23% 101
2018
Q4 		$581K Buy
16,964
+409
+2% +$14.5K 0.26% 98
2018
Q3 		$607K Sell
16,555
-216
-1% -$8.1K 0.25% 103
2018
Q2 		$636K Sell
16,771
-63
-0.4% -$2.35K 0.35% 76
2018
Q1 		$628K Buy
+16,834
New +$632K 0.35% 71

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

Keystone Financial Group (Kentucky)'s PFF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q1 2026, buying an estimated $6.98K and bringing the position to 16,270 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #296.

Keystone Financial Group (Kentucky) first reported a position in PFF in Q1 2018 and has held it in 31 quarters since. The position peaked at $7.32M in Q2 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 16,270 shares of iShares Preferred and Income Securities ETF worth $500K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 223 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $6.98K.
  • iShares Preferred and Income Securities ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #296 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Preferred and Income Securities ETF position peaked at $7.32M in Q2 2021.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.