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

Merit 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	$3.52M	Buy	115,434 +77,613	+205%	+$2.42M	0.02%	530
2026 Q1	$1.15M	Buy	37,821 +41	+0.1%	+$1.28K	0.01%	918
2025 Q4	$1.17M	Sell	37,780 -735	-2%	-$22.9K	0.01%	872
2025 Q3	$1.22M	Buy	38,515 +1,057	+3%	+$33.2K	0.01%	761
2025 Q2	$1.15M	Buy	37,458 +25,367	+210%	+$764K	0.01%	726
2025 Q1	$372K	Buy	+12,091	New	+$381K	0.01%	1052
2023 Q3	–	Sell	-11,280	Closed	-$349K	–	774
2023 Q2	$349K	Buy	+11,280	New	+$345K	0.01%	555
2023 Q1	–	Sell	-9,019	Closed	-$275K	–	694
2022 Q4	$275K	Sell	9,019 -51,912	-85%	-$1.61M	0.01%	560
2022 Q3	$1.93M	Buy	60,931 +44,298	+266%	+$1.48M	0.08%	163
2022 Q2	$547K	Buy	16,633 +817	+5%	+$27.6K	0.02%	341
2022 Q1	$576K	Buy	15,816 +8,304	+111%	+$305K	0.03%	218
2021 Q4	$296K	Buy	+7,512	New	+$292K	0.03%	227
2019 Q4	–	Sell	-7,245	Closed	-$272K	–	245
2019 Q3	$272K	Buy	+7,245	New	+$270K	0.03%	121

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

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

Merit Financial Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 205% in Q2 2026, buying an estimated $2.42M and bringing the position to 115,434 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #530.

Merit Financial Group first reported a position in PFF in Q3 2019 and has held it in 13 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Merit Financial Group held 115,434 shares of iShares Preferred and Income Securities ETF worth $3.52M as of Q2 2026.
Merit Financial Group bought 77,613 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.42M.
iShares Preferred and Income Securities ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #530 holding.
Merit Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 13 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.