OFG
PFF icon

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

Orcam 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
Q1 		$992K Sell
32,732
-185
-0.6% -$5.79K 0.7% 22
2025
Q4 		$1.02M Sell
32,917
-781
-2% -$24.3K 0.76% 23
2025
Q3 		$1.07M Sell
33,698
-277
-0.8% -$8.71K 0.86% 23
2025
Q2 		$1.04M Sell
33,975
-8
-0% -$241 0.91% 22
2025
Q1 		$1.04M Buy
33,983
+39
+0.1% +$1.23K 0.98% 22
2024
Q4 		$1.07M Buy
33,944
+72
+0.2% +$2.35K 1.03% 23
2024
Q3 		$1.13M Sell
33,872
-63
-0.2% -$2.03K 1.09% 19
2024
Q2 		$1.07M Sell
33,935
-2,649
-7% -$83.4K 1.15% 19
2024
Q1 		$1.18M Buy
36,584
+36
+0.1% +$1.15K 1.29% 17
2023
Q4 		$1.14M Sell
36,548
-24
-0.1% -$717 1.39% 16
2023
Q3 		$1.1M Sell
36,572
-151
-0.4% -$4.62K 1.48% 15
2023
Q2 		$1.14M Sell
36,723
-1,846
-5% -$56.5K 1.57% 14
2023
Q1 		$1.2M Buy
38,569
+4,035
+12% +$130K 1.67% 12
2022
Q4 		$1.05M Buy
34,534
+4,874
+16% +$152K 1.62% 16
2022
Q3 		$939K Buy
29,660
+39
+0.1% +$1.31K 1.59% 14
2022
Q2 		$974K Buy
29,621
+9,035
+44% +$306K 1.56% 14
2022
Q1 		$750K Sell
20,586
-5,151
-20% -$189K 1.07% 15
2021
Q4 		$1.01M Buy
+25,737
New +$1M 1.39% 13

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Orcam Financial Group's PFF Position: Q1 2026 in Review

Orcam Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.56% in Q1 2026, selling an estimated $5.79K and leaving 32,732 shares worth $992K. The position accounts for 0.7% of the portfolio, ranked #22.

Orcam Financial Group first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q1 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Orcam Financial Group held 32,732 shares of iShares Preferred and Income Securities ETF worth $992K as of Q1 2026.
  • Orcam Financial Group sold 185 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $5.79K.
  • iShares Preferred and Income Securities ETF made up 0.7% of Orcam Financial Group's portfolio in Q1 2026, its #22 holding.
  • Orcam Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • Orcam Financial Group's iShares Preferred and Income Securities ETF position peaked at $1.2M in Q1 2023.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.