Pacific Center for Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pacific Center for Financial Services’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	$679K	Buy	22,266 +275	+1%	+$8.57K	0.15%	52
2026 Q1	$667K	Buy	21,991 +4,628	+27%	+$145K	0.17%	49
2025 Q4	$549K	Hold	17,363	–	–	0.14%	53
2025 Q3	$549K	Buy	17,363 +273	+2%	+$8.58K	0.14%	53
2025 Q2	$524K	Buy	17,090 +294	+2%	+$8.85K	0.14%	53
2025 Q1	$516K	Buy	16,796 +10,926	+186%	+$344K	0.14%	48
2024 Q4	$185K	Buy	5,870 +120	+2%	+$3.92K	0.05%	94
2024 Q3	$191K	Buy	5,750 +87	+2%	+$2.8K	0.05%	94
2024 Q2	$179K	Buy	5,663 +85	+2%	+$2.68K	0.05%	94
2024 Q1	$180K	Buy	+5,578	New	+$178K	0.05%	93
2022 Q2	–	Sell	-1,539	Closed	-$56K	–	409
2022 Q1	$56K	Hold	1,539	–	–	0.02%	153
2021 Q4	$61K	Buy	1,539 +11	+0.7%	+$427	0.02%	151
2021 Q3	$59K	Buy	+1,528	New	+$59.9K	0.03%	147
2019 Q2	–	Sell	-546	Closed	-$20K	–	329
2019 Q1	$20K	Hold	546	–	–	0.01%	159
2018 Q4	$19K	Hold	546	–	–	0.01%	163
2018 Q3	$20K	Hold	546	–	–	0.01%	167
2018 Q2	$21K	Hold	546	–	–	0.01%	154
2018 Q1	$21K	Hold	546	–	–	0.01%	151
2017 Q4	$21K	Hold	546	–	–	0.01%	149
2017 Q3	$21K	Hold	546	–	–	0.01%	146
2017 Q2	$21K	Buy	+546	New	+$21.2K	0.01%	144
2017 Q1	–	Sell	-575	Closed	-$21K	–	314
2016 Q4	$21K	Buy	+575	New	+$21.9K	0.02%	142

Other funds holding PFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pacific Center for Financial Services's PFF Position: Q2 2026 in Review

Pacific Center for Financial Services increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.3% in Q2 2026, buying an estimated $8.57K and bringing the position to 22,266 shares worth $679K. The position accounts for 0.15% of the portfolio, ranked #52.

Pacific Center for Financial Services first reported a position in PFF in Q4 2016 and has held it in 22 quarters since. 639 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Pacific Center for Financial Services held 22,266 shares of iShares Preferred and Income Securities ETF worth $679K as of Q2 2026.
Pacific Center for Financial Services bought 275 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $8.57K.
iShares Preferred and Income Securities ETF made up 0.15% of Pacific Center for Financial Services's portfolio in Q2 2026, its #52 holding.
Pacific Center for Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 22 quarters since.
639 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.