Kovitz Investment Group Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-124,940	Closed	-$3.95M	–	1073
2025 Q3	$3.95M	Buy	124,940 +3,797	+3%	+$119K	0.02%	507
2025 Q2	$3.72M	Sell	121,143 -101,102	-45%	-$3.04M	0.02%	498
2025 Q1	$6.83M	Sell	222,245 -4,858	-2%	-$153K	0.03%	343
2024 Q4	$7.15M	Sell	227,103 -741	-0.3%	-$24.2K	0.04%	330
2024 Q3	$7.52M	Buy	227,844 +15,402	+7%	+$496K	0.05%	274
2024 Q2	$6.71M	Buy	212,442 +205,992	+3,194%	+$6.48M	0.06%	238
2024 Q1	$208K	Buy	+6,450	New	+$206K	﹤0.01%	633

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 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovitz Investment Group Partners's PFF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 124,940 shares — an estimated $3.95M sold.

Kovitz Investment Group Partners first reported a position in PFF in Q1 2024 and held it in 7 quarters. The position peaked at $7.52M in Q3 2024. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 124,940 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $3.95M.
Kovitz Investment Group Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares Preferred and Income Securities ETF position peaked at $7.52M in Q3 2024.
1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.