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

Park Square 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	–	Sell	-123	Closed	-$3.73K	–	246
2026 Q1	$3.73K	Buy	+123	New	+$3.85K	0.03%	167
2025 Q4	–	Sell	-158	Closed	-$4.92K	–	288
2025 Q3	$5K	Buy	+158	New	+$4.97K	0.02%	200

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

Park Square Financial Group's PFF Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 123 shares — an estimated $3.73K sold.

Park Square Financial Group first reported a position in PFF in Q3 2025 and held it in 2 quarters. The position peaked at $5K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Park Square Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 123 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.73K.
Park Square Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 2 quarters.
Park Square Financial Group's iShares Preferred and Income Securities ETF position peaked at $5K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.