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

Principal Securities’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	$1.58M	Sell	52,047 -2,410	-4%	-$75.5K	0.02%	580
2025 Q4	$1.69M	Buy	54,457 +3,785	+7%	+$118K	0.03%	530
2025 Q3	$1.6M	Sell	50,672 -1,015	-2%	-$31.9K	0.03%	517
2025 Q2	$1.59M	Sell	51,687 -17,637	-25%	-$531K	0.03%	482
2025 Q1	$2.18M	Buy	69,324 +335	+0.5%	+$10.6K	0.05%	333
2024 Q4	$2.17M	Sell	68,989 -8,714	-11%	-$285K	0.05%	331
2024 Q3	$2.58M	Sell	77,703 -33,236	-30%	-$1.07M	0.06%	276
2024 Q2	$3.5M	Buy	110,939 +693	+0.6%	+$21.8K	0.1%	199
2024 Q1	$3.55M	Buy	110,246 +22,502	+26%	+$717K	0.11%	180
2023 Q4	$2.74M	Buy	+87,744	New	+$2.62M	0.1%	191

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

Principal Securities's PFF Position: Q1 2026 in Review

Principal Securities reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.4% in Q1 2026, selling an estimated $75.5K and leaving 52,047 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #580.

Principal Securities first reported a position in PFF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.55M in Q1 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Principal Securities held 52,047 shares of iShares Preferred and Income Securities ETF worth $1.58M as of Q1 2026.
Principal Securities sold 2,410 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $75.5K.
iShares Preferred and Income Securities ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #580 holding.
Principal Securities first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Preferred and Income Securities ETF position peaked at $3.55M in Q1 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.