Pinnacle Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.27M Sell
41,923
-2,210
-5% -$69.2K 0.02% 480
2025
Q4
$1.37M Sell
44,133
-12,489
-22% -$389K 0.02% 467
2025
Q3
$1.79M Sell
56,622
-2,037
-3% -$64.1K 0.02% 402
2025
Q2
$1.8M Buy
58,659
+2,885
+5% +$86.8K 0.03% 397
2025
Q1
$1.71M Buy
55,774
+33,773
+154% +$1.06M 0.03% 399
2024
Q4
$692K Buy
22,001
+21
+0.1% +$686 0.01% 542
2024
Q3
$686K Sell
21,980
-5,043
-19% -$162K 0.01% 519
2024
Q2
$853K Buy
27,023
+1,538
+6% +$48.4K 0.01% 494
2024
Q1
$821K Buy
25,485
+3,505
+16% +$112K 0.01% 507
2023
Q4
$686K Sell
21,980
-3,135
-12% -$93.7K 0.01% 528
2023
Q3
$757K Sell
25,115
-2,555
-9% -$78.1K 0.01% 493
2023
Q2
$856K Sell
27,670
-308
-1% -$9.42K 0.01% 490
2023
Q1
$873K Sell
27,978
-884
-3% -$28.4K 0.02% 433
2022
Q4
$881K Sell
28,862
-2,045
-7% -$63.6K 0.02% 414
2022
Q3
$979K Sell
30,907
-10,270
-25% -$344K 0.02% 399
2022
Q2
$1.35M Sell
41,177
-15,070
-27% -$510K 0.03% 350
2022
Q1
$2.05M Sell
56,247
-7,625
-12% -$280K 0.04% 341
2021
Q4
$2.52M Sell
63,872
-1,674
-3% -$65.1K 0.04% 314
2021
Q3
$2.54M Buy
65,546
+7,449
+13% +$292K 0.05% 303
2021
Q2
$2.29M Buy
58,097
+5,632
+11% +$218K 0.04% 316
2021
Q1
$2.02M Buy
52,465
+595
+1% +$22.6K 0.04% 324
2020
Q4
$2M Buy
51,870
+3,611
+7% +$135K 0.04% 301
2020
Q3
$1.76M Buy
48,259
+275
+0.6% +$9.9K 0.04% 291
2020
Q2
$1.66M Buy
47,984
+23,920
+99% +$815K 0.04% 298
2020
Q1
$766K Sell
24,064
-301
-1% -$10.8K 0.02% 377
2019
Q4
$916K Buy
24,365
+7,076
+41% +$264K 0.02% 427
2019
Q3
$649K Buy
17,289
+498
+3% +$18.5K 0.02% 486
2019
Q2
$619K Buy
16,791
+2,979
+22% +$109K 0.01% 492
2019
Q1
$505K Sell
13,812
-270
-2% -$9.7K 0.01% 523
2018
Q4
$482K Sell
14,082
-4,306
-23% -$153K 0.01% 515
2018
Q3
$683K Buy
18,388
+240
+1% +$9K 0.01% 475
2018
Q2
$684K Buy
18,148
+108
+0.6% +$4.02K 0.01% 470
2018
Q1
$678K Sell
18,040
-2,809
-13% -$105K 0.01% 469
2017
Q4
$794K Sell
20,849
-9,778
-32% -$375K 0.02% 436
2017
Q3
$1.19M Sell
30,627
-6,890
-18% -$268K 0.02% 376
2017
Q2
$1.47M Buy
37,517
+8,925
+31% +$347K 0.03% 344
2017
Q1
$1.11M Buy
28,592
+1,345
+5% +$51.4K 0.02% 384
2016
Q4
$1.01M Sell
27,247
-3,955
-13% -$150K 0.02% 383
2016
Q3
$1.23M Buy
31,202
+2,212
+8% +$88.3K 0.02% 351
2016
Q2
$1.16M Buy
28,990
+12,380
+75% +$485K 0.02% 351
2016
Q1
$648K Buy
16,610
+831
+5% +$31.8K 0.01% 422
2015
Q4
$613K Sell
15,779
-1,684
-10% -$65.5K 0.01% 435
2015
Q3
$674K Buy
17,463
+4,645
+36% +$182K 0.01% 421
2015
Q2
$502K Buy
12,818
+2,003
+19% +$79.5K 0.01% 469
2015
Q1
$434K Buy
10,815
+1,298
+14% +$51.7K 0.01% 479
2014
Q4
$375K Sell
9,517
-5,816
-38% -$230K 0.01% 491
2014
Q3
$606K Buy
15,333
+8,927
+139% +$354K 0.01% 434
2014
Q2
$256K Buy
6,406
+600
+10% +$23.6K 0.01% 545
2014
Q1
$227K Buy
+5,806
New +$222K ﹤0.01% 543
2013
Q3
Sell
-6,915
Closed -$272K 576
2013
Q2
$272K Buy
+6,915
New +$278K 0.01% 491

Other funds holding PFF

Pinnacle Associates's PFF Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5% in Q1 2026, selling an estimated $69.2K and leaving 41,923 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #480.

Pinnacle Associates first reported a position in PFF in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.54M in Q3 2021. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Pinnacle Associates held 41,923 shares of iShares Preferred and Income Securities ETF worth $1.27M as of Q1 2026.
  • Pinnacle Associates sold 2,210 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $69.2K.
  • iShares Preferred and Income Securities ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #480 holding.
  • Pinnacle Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 50 quarters since.
  • Pinnacle Associates's iShares Preferred and Income Securities ETF position peaked at $2.54M in Q3 2021.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.