&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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

&Partners's PFF Position: Q1 2026 in Review

&Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.7% in Q1 2026, buying an estimated $696K and bringing the position to 492,031 shares worth $15M. The position accounts for 0.07% of the portfolio, ranked #250.

&Partners first reported a position in PFF in Q1 2024 and has held it in 9 quarters since. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

&Partners held 492,031 shares of iShares Preferred and Income Securities ETF worth $15M as of Q1 2026.
&Partners bought 22,232 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $696K.
iShares Preferred and Income Securities ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #250 holding.
&Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 9 quarters since.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.