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

Patten & Patten’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	$350K	Sell	11,541 -715	-6%	-$22.4K	0.02%	275
2025 Q4	$379K	Sell	12,256 -2,241	-15%	-$69.8K	0.02%	270
2025 Q3	$458K	Sell	14,497 -4,135	-22%	-$130K	0.03%	249
2025 Q2	$572K	Sell	18,632 -6,525	-26%	-$196K	0.04%	216
2025 Q1	$773K	Sell	25,157 -1,485	-6%	-$46.8K	0.05%	187
2024 Q4	$838K	Sell	26,642 -9,075	-25%	-$296K	0.06%	182
2024 Q3	$1.19M	Sell	35,717 -3,475	-9%	-$112K	0.08%	156
2024 Q2	$1.24M	Sell	39,192 -1,810	-4%	-$57K	0.09%	148
2024 Q1	$1.32M	Buy	+41,002	New	+$1.31M	0.09%	148

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

Patten & Patten's PFF Position: Q1 2026 in Review

Patten & Patten reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.8% in Q1 2026, selling an estimated $22.4K and leaving 11,541 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #275.

Patten & Patten first reported a position in PFF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Patten & Patten held 11,541 shares of iShares Preferred and Income Securities ETF worth $350K as of Q1 2026.
Patten & Patten sold 715 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $22.4K.
iShares Preferred and Income Securities ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #275 holding.
Patten & Patten first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and has held it in 9 quarters since.
Patten & Patten's iShares Preferred and Income Securities ETF position peaked at $1.32M in Q1 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.