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

Norris 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	–	Sell	-11,000	Closed	-$334K	–	100
2026 Q1	$334K	Hold	11,000	–	–	0.11%	71
2025 Q4	$341K	Hold	11,000	–	–	0.12%	75
2025 Q3	$348K	Buy	11,000 +1,000	+10%	+$31.4K	0.13%	75
2025 Q2	$307K	Hold	10,000	–	–	0.13%	71
2025 Q1	$307K	Buy	10,000 +750	+8%	+$23.6K	0.14%	70
2024 Q4	$291K	Hold	9,250	–	–	0.14%	69
2024 Q3	$307K	Buy	9,250 +1,000	+12%	+$32.2K	0.15%	62
2024 Q2	$260K	Hold	8,250	–	–	0.14%	69
2024 Q1	$266K	Buy	8,250 +450	+6%	+$14.3K	0.15%	63
2023 Q4	$243K	Buy	+7,800	New	+$233K	0.15%	60

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

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

Norris Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 11,000 shares — an estimated $334K sold.

Norris Financial Group first reported a position in PFF in Q4 2023 and held it in 10 quarters. The position peaked at $348K in Q3 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Norris Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Norris Financial Group sold 11,000 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $334K.
Norris Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 10 quarters.
Norris Financial Group's iShares Preferred and Income Securities ETF position peaked at $348K in Q3 2025.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.