Princeton Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Princeton Capital Management’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	$698K	Buy	22,906 +427	+2%	+$13.3K	0.16%	59
2026 Q1	$682K	Buy	22,479 +1,360	+6%	+$42.6K	0.19%	55
2025 Q4	$654K	Buy	21,119 +2,438	+13%	+$75.9K	0.17%	56
2025 Q3	$591K	Buy	18,681 +1,782	+11%	+$56K	0.16%	61
2025 Q2	$518K	Buy	16,899 +4,920	+41%	+$148K	0.15%	61
2025 Q1	$368K	Buy	11,979 +75	+0.6%	+$2.37K	0.13%	73
2024 Q4	$374K	Buy	11,904 +1,565	+15%	+$51.1K	0.12%	68
2024 Q3	$344K	Sell	10,339 -187	-2%	-$6.02K	0.11%	70
2024 Q2	$332K	Buy	10,526 +2,408	+30%	+$75.8K	0.11%	72
2024 Q1	$262K	Buy	8,118 +1,104	+16%	+$35.2K	0.09%	82
2023 Q4	$219K	Buy	7,014 +96	+1%	+$2.87K	0.09%	90
2023 Q3	$209K	Buy	6,918 +1	+0%	+$31	0.1%	80
2023 Q2	$214K	Buy	6,917 +3	+0%	+$92	0.09%	84
2023 Q1	$216K	Buy	6,914 +2	+0%	+$64	0.09%	90
2022 Q4	$211K	Buy	6,912 +2	+0%	+$62	0.09%	87
2022 Q3	$219K	Hold	6,910	–	–	0.1%	83
2022 Q2	$227K	Hold	6,910	–	–	0.09%	86
2022 Q1	$252K	Sell	6,910 -254	-4%	-$9.34K	0.08%	93
2021 Q4	$282K	Sell	7,164 -162	-2%	-$6.3K	0.08%	92
2021 Q3	$284K	Hold	7,326	–	–	0.09%	89
2021 Q2	$288K	Sell	7,326 -200	-3%	-$7.75K	0.09%	93
2021 Q1	$289K	Sell	7,526 -991	-12%	-$37.6K	0.1%	91
2020 Q4	$328K	Buy	8,517 +2	+0%	+$75	0.12%	78
2020 Q3	$310K	Buy	8,515 +1	+0%	+$36	0.12%	74
2020 Q2	$295K	Hold	8,514	–	–	0.13%	75
2020 Q1	$288K	Buy	8,514 +1	+0%	+$36	0.15%	71
2019 Q4	$324K	Hold	8,513	–	–	0.14%	74
2019 Q3	$319K	Sell	8,513 -765	-8%	-$28.5K	0.15%	73
2019 Q2	$342K	Buy	9,278 +257	+3%	+$9.42K	0.17%	67
2019 Q1	$330K	Buy	9,021 +1,512	+20%	+$54.3K	0.17%	69
2018 Q4	$257K	Buy	7,509 +403	+6%	+$14.3K	0.15%	75
2018 Q3	$264K	Sell	7,106 -109	-2%	-$4.09K	0.11%	84
2018 Q2	$272K	Sell	7,215 -1,045	-13%	-$38.9K	0.12%	82
2018 Q1	$310K	Hold	8,260	–	–	0.14%	75
2017 Q4	$314K	Buy	+8,260	New	+$317K	0.14%	78

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

Princeton Capital Management's PFF Position: Q2 2026 in Review

Princeton Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 22,906 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #59.

Princeton Capital Management first reported a position in PFF in Q4 2017 and has held it in 35 quarters since. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Princeton Capital Management held 22,906 shares of iShares Preferred and Income Securities ETF worth $698K as of Q2 2026.
Princeton Capital Management bought 427 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $13.3K.
iShares Preferred and Income Securities ETF made up 0.16% of Princeton Capital Management's portfolio in Q2 2026, its #59 holding.
Princeton Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 35 quarters since.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.