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

Oxford 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	$12.2K	Hold	400	–	–	﹤0.01%	285
2026 Q1	$12.1K	Hold	400	–	–	﹤0.01%	286
2025 Q4	$12.4K	Sell	400 -300	-43%	-$9.34K	﹤0.01%	270
2025 Q3	$22.1K	Hold	700	–	–	﹤0.01%	255
2025 Q2	$21.5K	Hold	700	–	–	﹤0.01%	242
2025 Q1	$21.5K	Hold	700	–	–	﹤0.01%	245
2024 Q4	$22K	Hold	700	–	–	﹤0.01%	280
2024 Q3	$23.3K	Hold	700	–	–	﹤0.01%	272
2024 Q2	$22.1K	Hold	700	–	–	﹤0.01%	298
2024 Q1	$22.6K	Hold	700	–	–	﹤0.01%	260
2023 Q4	$21.8K	Hold	700	–	–	﹤0.01%	275
2023 Q3	$21.1K	Hold	700	–	–	﹤0.01%	252
2023 Q2	$21.7K	Hold	700	–	–	﹤0.01%	273
2023 Q1	$21.9K	Hold	700	–	–	﹤0.01%	234
2022 Q4	$21.4K	Hold	700	–	–	﹤0.01%	237
2022 Q3	$22K	Hold	700	–	–	﹤0.01%	214
2022 Q2	$23K	Hold	700	–	–	﹤0.01%	237
2022 Q1	$25K	Hold	700	–	–	﹤0.01%	233
2021 Q4	$28K	Hold	700	–	–	﹤0.01%	245
2021 Q3	$27K	Hold	700	–	–	﹤0.01%	228
2021 Q2	$28K	Hold	700	–	–	﹤0.01%	207
2021 Q1	$27K	Buy	700 +400	+133%	+$15.2K	﹤0.01%	198
2020 Q4	$12K	Hold	300	–	–	﹤0.01%	198
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	179
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	184
2020 Q1	$10K	Buy	+300	New	+$10.8K	﹤0.01%	192

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

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

Oxford Financial Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 400 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Oxford Financial Group first reported a position in PFF in Q1 2020 and has held it in 26 quarters since. The position peaked at $28K in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Oxford Financial Group held 400 shares of iShares Preferred and Income Securities ETF worth $12.2K as of Q2 2026.
Oxford Financial 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 Oxford Financial Group's portfolio in Q2 2026, its #285 holding.
Oxford Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and has held it in 26 quarters since.
Oxford Financial Group's iShares Preferred and Income Securities ETF position peaked at $28K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.