Larson Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Larson Financial Group’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	$61.5K	Buy	2,016 +3	+0.1%	+$93	﹤0.01%	1429
2026 Q1	$61K	Buy	2,013 +252	+14%	+$7.89K	﹤0.01%	1242
2025 Q4	$54.5K	Hold	1,761	–	–	﹤0.01%	1187
2025 Q3	$55.7K	Sell	1,761 -206	-10%	-$6.48K	﹤0.01%	1116
2025 Q2	$60.3K	Sell	1,967 -517	-21%	-$15.6K	﹤0.01%	1006
2025 Q1	$76.3K	Sell	2,484 -540	-18%	-$17K	﹤0.01%	870
2024 Q4	$95.1K	Sell	3,024 -470	-13%	-$15.3K	﹤0.01%	740
2024 Q3	$116K	Buy	3,494 +527	+18%	+$17K	0.01%	695
2024 Q2	$93.6K	Buy	2,967 +1,140	+62%	+$35.9K	0.01%	667
2024 Q1	$58.9K	Buy	1,827 +314	+21%	+$10K	﹤0.01%	653
2023 Q4	$47.2K	Buy	1,513 +1,042	+221%	+$31.1K	﹤0.01%	665
2023 Q3	$14.2K	Buy	+471	New	+$14.4K	﹤0.01%	907
2022 Q4	–	Sell	-716	Closed	-$23K	–	1526
2022 Q3	$23K	Buy	+716	New	+$24K	﹤0.01%	605
2019 Q4	–	Sell	-664	Closed	-$25K	–	642
2019 Q3	$25K	Buy	+664	New	+$24.7K	0.02%	198

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

Larson Financial Group's PFF Position: Q2 2026 in Review

Larson Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.15% in Q2 2026, buying an estimated $93 and bringing the position to 2,016 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Larson Financial Group first reported a position in PFF in Q3 2019 and has held it in 14 quarters since. The position peaked at $116K in Q3 2024. 973 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Larson Financial Group held 2,016 shares of iShares Preferred and Income Securities ETF worth $61.5K as of Q2 2026.
Larson Financial Group bought 3 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $93.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1429 holding.
Larson Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 14 quarters since.
Larson Financial Group's iShares Preferred and Income Securities ETF position peaked at $116K in Q3 2024.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.