LRI Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LRI Investments’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	$4.57K	Hold	150	–	–	﹤0.01%	1157
2026 Q1	$4.55K	Hold	150	–	–	﹤0.01%	1117
2025 Q4	$4.64K	Hold	150	–	–	﹤0.01%	1064
2025 Q3	$4.74K	Hold	150	–	–	﹤0.01%	1063
2025 Q2	$4.6K	Hold	150	–	–	﹤0.01%	1041
2025 Q1	$4.61K	Hold	150	–	–	﹤0.01%	966
2024 Q4	$4.72K	Hold	150	–	–	﹤0.01%	954
2024 Q3	$4.89K	Hold	150	–	–	﹤0.01%	941
2024 Q2	$4.73K	Hold	150	–	–	﹤0.01%	908
2024 Q1	$4.83K	Buy	+150	New	+$4.78K	﹤0.01%	636

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

LRI Investments's PFF Position: Q2 2026 in Review

LRI Investments held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 150 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

LRI Investments first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.89K in Q3 2024. 973 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

LRI Investments held 150 shares of iShares Preferred and Income Securities ETF worth $4.57K as of Q2 2026.
LRI Investments left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1157 holding.
LRI Investments first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Preferred and Income Securities ETF position peaked at $4.89K in Q3 2024.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.