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 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 $1.37T 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

Larson Financial Group's PFF Position: Q1 2026 in Review

Larson Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 14% in Q1 2026, buying an estimated $7.89K and bringing the position to 2,013 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Larson Financial Group first reported a position in PFF in Q3 2019 and has held it in 13 quarters since. The position peaked at $116K in Q3 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Larson Financial Group held 2,013 shares of iShares Preferred and Income Securities ETF worth $61K as of Q1 2026.
Larson Financial Group bought 252 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $7.89K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1242 holding.
Larson Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 13 quarters since.
Larson Financial Group's iShares Preferred and Income Securities ETF position peaked at $116K in Q3 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.