Meridian Financial Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Meridian Financial Partners’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Buy	110,458 +2,929	+3%	+$53.8K	0.67%	30
2026 Q1	$1.9M	Buy	107,529 +18,791	+21%	+$341K	0.72%	32
2025 Q4	$1.63M	Buy	88,738 +4,162	+5%	+$73.7K	0.65%	34
2025 Q3	$1.52M	Buy	84,576 +50,396	+147%	+$890K	0.63%	35
2025 Q2	$585K	Buy	34,180 +2,541	+8%	+$42.2K	0.27%	65
2025 Q1	$530K	Buy	31,639 +20,268	+178%	+$350K	0.27%	62
2024 Q4	$196K	Buy	+11,371	New	+$205K	0.1%	100

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Meridian Financial Partners's PFXF Position: Q2 2026 in Review

Meridian Financial Partners increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.7% in Q2 2026, buying an estimated $53.8K and bringing the position to 110,458 shares worth $1.96M. The position accounts for 0.67% of the portfolio, ranked #30.

Meridian Financial Partners first reported a position in PFXF in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Meridian Financial Partners held 110,458 shares of VanEck Preferred Securities ex Financials ETF worth $1.96M as of Q2 2026.
Meridian Financial Partners bought 2,929 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $53.8K.
VanEck Preferred Securities ex Financials ETF made up 0.67% of Meridian Financial Partners's portfolio in Q2 2026, its #30 holding.
Meridian Financial Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.