&Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

&Partners’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	$15.4M	Buy	504,999 +12,968	+3%	+$404K	0.06%	282
2026 Q1	$15M	Buy	492,031 +22,232	+5%	+$696K	0.07%	250
2025 Q4	$14.6M	Buy	469,799 +60,969	+15%	+$1.9M	0.08%	241
2025 Q3	$12.9M	Buy	408,830 +271,251	+197%	+$8.53M	0.08%	226
2025 Q2	$4.22M	Buy	137,579 +36,894	+37%	+$1.11M	0.03%	410
2025 Q1	$3.11M	Sell	100,685 -340	-0.3%	-$10.7K	0.03%	411
2024 Q4	$3.22M	Sell	101,025 -22,520	-18%	-$735K	0.04%	364
2024 Q3	$4.11M	Buy	123,545 +32,252	+35%	+$1.04M	0.08%	238
2024 Q2	$2.88M	Buy	91,293 +84,650	+1,274%	+$2.66M	0.13%	169
2024 Q1	$214K	Buy	+6,643	New	+$212K	0.03%	443

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

&Partners's PFF Position: Q2 2026 in Review

&Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.6% in Q2 2026, buying an estimated $404K and bringing the position to 504,999 shares worth $15.4M. The position accounts for 0.06% of the portfolio, ranked #282.

&Partners first reported a position in PFF in Q1 2024 and has held it in 10 quarters since. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

&Partners held 504,999 shares of iShares Preferred and Income Securities ETF worth $15.4M as of Q2 2026.
&Partners bought 12,968 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $404K.
iShares Preferred and Income Securities ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #282 holding.
&Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 10 quarters since.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.