Palisade Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Palisade Capital Management’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	-25,500	Closed	-$773K	–	300
2026 Q1	$773K	Hold	25,500	–	–	0.03%	248
2025 Q4	$789K	Hold	25,500	–	–	0.02%	300
2025 Q3	$806K	Buy	+25,500	New	+$802K	0.02%	317
2024 Q4	–	Sell	-25,500	Closed	-$847K	–	378
2024 Q3	$847K	Buy	+25,500	New	+$821K	0.02%	313
2024 Q1	–	Sell	-53,500	Closed	-$1.67M	–	371
2023 Q4	$1.67M	Buy	+53,500	New	+$1.6M	0.04%	259
2023 Q2	–	Sell	-53,500	Closed	-$1.67M	–	367
2023 Q1	$1.67M	Hold	53,500	–	–	0.05%	278
2022 Q4	$1.63M	Buy	+53,500	New	+$1.66M	0.04%	292
2022 Q3	–	Sell	-53,500	Closed	-$1.76M	–	407
2022 Q2	$1.76M	Buy	+53,500	New	+$1.81M	0.05%	283
2022 Q1	–	Sell	-53,500	Closed	-$2.11M	–	432
2021 Q4	$2.11M	Buy	+53,500	New	+$2.08M	0.04%	303

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

Palisade Capital Management's PFF Position: Q2 2026 in Review

Palisade Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 25,500 shares — an estimated $773K sold.

Palisade Capital Management first reported a position in PFF in Q4 2021 and held it in 9 quarters. The position peaked at $2.11M in Q4 2021. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Palisade Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Palisade Capital Management sold 25,500 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $773K.
Palisade Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 9 quarters.
Palisade Capital Management's iShares Preferred and Income Securities ETF position peaked at $2.11M in Q4 2021.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.