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 Q2	$770K	Sell	25,264 -7,468	-23%	-$233K	0.38%	48
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 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

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

Orcam Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q2 2026, selling an estimated $233K and leaving 25,264 shares worth $770K. The position accounts for 0.38% of the portfolio, ranked #48.

Orcam Financial Group first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2023. 971 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Orcam Financial Group held 25,264 shares of iShares Preferred and Income Securities ETF worth $770K as of Q2 2026.
Orcam Financial Group sold 7,468 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $233K.
iShares Preferred and Income Securities ETF made up 0.38% of Orcam Financial Group's portfolio in Q2 2026, its #48 holding.
Orcam Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
Orcam Financial Group's iShares Preferred and Income Securities ETF position peaked at $1.2M in Q1 2023.
971 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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