NFSG
PFF icon

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

Newbridge Financial Services 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 		$3.81K Hold
125
– – ﹤0.01% 1003
2026
Q1 		$3.79K Hold
125
– – ﹤0.01% 955
2025
Q4 		$3.87K Hold
125
– – ﹤0.01% 937
2025
Q3 		$3.95K Hold
125
– – ﹤0.01% 1063
2025
Q2 		$3.83K Sell
125
-185
-60% -$5.57K ﹤0.01% 1060
2025
Q1 		$9.53K Hold
310
– – ﹤0.01% 694
2024
Q4 		$9.75K Buy
+310
New +$10.1K ﹤0.01% 743
2024
Q3 		– Sell
-1,317
Closed -$41.6K – 985
2024
Q2 		$41.6K Sell
1,317
-1,744
-57% -$54.9K 0.02% 409
2024
Q1 		$98.6K Sell
3,061
-3,275
-52% -$104K 0.04% 292
2023
Q4 		$198K Sell
6,336
-923
-13% -$27.6K 0.1% 189
2023
Q3 		$219K Sell
7,259
-1,427
-16% -$43.6K 0.11% 181
2023
Q2 		$269K Buy
8,686
+2,198
+34% +$67.3K 0.13% 165
2023
Q1 		$203K Sell
6,488
-1,414
-18% -$45.4K 0.11% 186
2022
Q4 		$241K Buy
7,902
+357
+5% +$11.1K 0.14% 151
2022
Q3 		$239K Buy
7,545
+26
+0.3% +$872 0.14% 165
2022
Q2 		$247K Sell
7,519
-1,828
-20% -$61.9K 0.15% 140
2022
Q1 		$340K Sell
9,347
-1,862
-17% -$68.5K 0.17% 124
2021
Q4 		$442K Sell
11,209
-774
-6% -$30.1K 0.21% 100
2021
Q3 		$465K Buy
11,983
+2,407
+25% +$94.4K 0.29% 79
2021
Q2 		$377K Buy
9,576
+3,510
+58% +$136K 0.23% 103
2021
Q1 		$233K Buy
6,066
+2,160
+55% +$81.9K 0.17% 138
2020
Q4 		$150K Buy
3,906
+167
+4% +$6.24K 0.12% 171
2020
Q3 		$136K Buy
+3,739
New +$135K 0.13% 160

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newbridge Financial Services Group's PFF Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 125 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Newbridge Financial Services Group first reported a position in PFF in Q3 2020 and has held it in 23 quarters since. The position peaked at $465K in Q3 2021. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Newbridge Financial Services Group held 125 shares of iShares Preferred and Income Securities ETF worth $3.81K as of Q2 2026.
  • Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #1003 holding.
  • Newbridge Financial Services Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Preferred and Income Securities ETF position peaked at $465K in Q3 2021.
  • 969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.