Mezzasalma Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mezzasalma Advisors’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	$372K	Sell	12,195 -1,684	-12%	-$52.5K	0.07%	131
2026 Q1	$421K	Sell	13,879 -15,899	-53%	-$498K	0.11%	110
2025 Q4	$931K	Buy	29,778 +13,970	+88%	+$435K	0.22%	62
2025 Q3	$500K	Sell	15,808 -1,151	-7%	-$36.2K	0.13%	94
2025 Q2	$520K	Buy	16,959 +230	+1%	+$6.92K	0.16%	78
2025 Q1	$514K	Sell	16,729 -453	-3%	-$14.3K	0.18%	75
2024 Q4	$540K	Buy	+17,182	New	+$561K	0.17%	68

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

Mezzasalma Advisors's PFF Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 12% in Q2 2026, selling an estimated $52.5K and leaving 12,195 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #131.

Mezzasalma Advisors first reported a position in PFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $931K in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Mezzasalma Advisors held 12,195 shares of iShares Preferred and Income Securities ETF worth $372K as of Q2 2026.
Mezzasalma Advisors sold 1,684 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $52.5K.
iShares Preferred and Income Securities ETF made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #131 holding.
Mezzasalma Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares Preferred and Income Securities ETF position peaked at $931K in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.