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

Platform Technology 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	$2.94M	Hold	96,454	–	–	0.48%	50
2026 Q1	$2.92M	Hold	96,454	–	–	0.56%	44
2025 Q4	$2.99M	Buy	96,454 +77,190	+401%	+$2.4M	0.64%	36
2025 Q3	$609K	Sell	19,264 -14,487	-43%	-$456K	0.15%	131
2025 Q2	$1.04M	Buy	+33,751	New	+$1.02M	0.27%	92

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

Platform Technology Partners's PFF Position: Q2 2026 in Review

Platform Technology Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 96,454 shares worth $2.94M. The position accounts for 0.48% of the portfolio, ranked #50.

Platform Technology Partners first reported a position in PFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.99M in Q4 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Platform Technology Partners held 96,454 shares of iShares Preferred and Income Securities ETF worth $2.94M as of Q2 2026.
Platform Technology Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.48% of Platform Technology Partners's portfolio in Q2 2026, its #50 holding.
Platform Technology Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 5 quarters since.
Platform Technology Partners's iShares Preferred and Income Securities ETF position peaked at $2.99M in Q4 2025.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.