PCS
PFF icon

Private Client Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Private Client Services’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
Q3 		$538K Sell
18,249
-33,283
-65% -$1.01M 0.14% 119
2026
Q2 		$1.57M Buy
51,532
+3,119
+6% +$97.1K 0.41% 52
2026
Q1 		$1.47M Buy
48,413
+17,165
+55% +$537K 0.44% 54
2025
Q4 		$967K Buy
31,248
+525
+2% +$16.4K 0.3% 65
2025
Q3 		$971K Buy
30,723
+3,193
+12% +$100K 0.33% 64
2025
Q2 		$845K Buy
27,530
+1,717
+7% +$51.7K 0.33% 75
2025
Q1 		$793K Buy
25,813
+2,939
+13% +$92.7K 0.39% 68
2024
Q4 		$719K Buy
22,874
+1,554
+7% +$50.7K 0.39% 69
2024
Q3 		$708K Buy
21,320
+1,476
+7% +$47.5K 0.38% 66
2024
Q2 		$626K Sell
19,844
-1,492
-7% -$47K 0.39% 62
2024
Q1 		$688K Buy
21,336
+19
+0.1% +$606 0.46% 58
2023
Q4 		$665K Buy
+21,317
New +$637K 0.55% 58

Other funds holding PFF

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Private Client Services's PFF Position: Q3 2026 in Review

Private Client Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 65% in Q3 2026, selling an estimated $1.01M and leaving 18,249 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #119.

Private Client Services first reported a position in PFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2026. 57 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Private Client Services held 18,249 shares of iShares Preferred and Income Securities ETF worth $538K as of Q3 2026.
  • Private Client Services sold 33,283 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $1.01M.
  • iShares Preferred and Income Securities ETF made up 0.14% of Private Client Services's portfolio in Q3 2026, its #119 holding.
  • Private Client Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's iShares Preferred and Income Securities ETF position peaked at $1.57M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.