Lazari Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lazari Capital Management’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	–	Sell	-7,167	Closed	-$217K	–	194
2026 Q1	$217K	Hold	7,167	–	–	0.08%	153
2025 Q4	$222K	Sell	7,167 -1,050	-13%	-$32.7K	0.07%	139
2025 Q3	$260K	Hold	8,217	–	–	0.09%	122
2025 Q2	$252K	Hold	8,217	–	–	0.09%	119
2025 Q1	$253K	Sell	8,217 -1,100	-12%	-$34.7K	0.1%	114
2024 Q4	$293K	Hold	9,317	–	–	0.12%	102
2024 Q3	$310K	Buy	9,317 +2,000	+27%	+$64.4K	0.13%	99
2024 Q2	$231K	Buy	7,317 +560	+8%	+$17.6K	0.1%	117
2024 Q1	$218K	Sell	6,757 -401	-6%	-$12.8K	0.12%	100
2023 Q4	$223K	Buy	7,158 +1	+0%	+$30	0.13%	98
2023 Q3	$216K	Sell	7,157 -1,950	-21%	-$59.6K	0.13%	97
2023 Q2	$282K	Buy	+9,107	New	+$279K	0.16%	88

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Lazari Capital Management's PFF Position: Q2 2026 in Review

Lazari Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,167 shares — an estimated $217K sold.

Lazari Capital Management first reported a position in PFF in Q2 2023 and held it in 12 quarters. The position peaked at $310K in Q3 2024. 456 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Lazari Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Lazari Capital Management sold 7,167 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $217K.
Lazari Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 12 quarters.
Lazari Capital Management's iShares Preferred and Income Securities ETF position peaked at $310K in Q3 2024.
456 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.