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Portfolio Resources Advisor Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Portfolio Resources Advisor Group’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 		$23.4K Hold
769
– – 0.02% 116
2026
Q1 		$23.3K Hold
769
– – 0.02% 104
2025
Q4 		$23.8K Buy
+769
New +$23.9K 0.02% 103

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Portfolio Resources Advisor Group's PFF Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 769 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #116.

Portfolio Resources Advisor Group first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Portfolio Resources Advisor Group held 769 shares of iShares Preferred and Income Securities ETF worth $23.4K as of Q2 2026.
  • Portfolio Resources Advisor Group left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.02% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #116 holding.
  • Portfolio Resources Advisor Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's iShares Preferred and Income Securities ETF position peaked at $23.8K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.