Prudent Man Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Prudent Man Advisors’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	$504K	Hold	16,620	–	–	0.15%	110
2025 Q4	$515K	Buy	16,620 +400	+2%	+$12.5K	0.19%	91
2025 Q3	$513K	Buy	16,220 +1,900	+13%	+$59.7K	0.19%	92
2025 Q2	$439K	Buy	14,320 +1,300	+10%	+$39.1K	0.14%	129
2025 Q1	$400K	Buy	13,020 +5,700	+78%	+$180K	0.15%	128
2024 Q4	$230K	Hold	7,320	–	–	0.08%	142
2024 Q3	$243K	Hold	7,320	–	–	0.08%	150
2024 Q2	$231K	Buy	7,320 +297	+4%	+$9.35K	0.08%	147
2024 Q1	$226K	Hold	7,023	–	–	0.08%	151
2023 Q4	$219K	Hold	7,023	–	–	0.08%	163
2023 Q3	$212K	Hold	7,023	–	–	0.08%	164
2023 Q2	$217K	Hold	7,023	–	–	0.08%	180
2023 Q1	$219K	Hold	7,023	–	–	0.09%	171
2022 Q4	$214K	Hold	7,023	–	–	0.09%	179
2022 Q3	$223K	Hold	7,023	–	–	0.11%	148
2022 Q2	$230K	Sell	7,023 -723	-9%	-$24.5K	0.11%	136
2022 Q1	$282K	Hold	7,746	–	–	0.11%	136
2021 Q4	$305K	Buy	7,746 +1,022	+15%	+$39.7K	0.12%	131
2021 Q3	$261K	Hold	6,724	–	–	0.1%	162
2021 Q2	$264K	Hold	6,724	–	–	0.1%	162
2021 Q1	$258K	Hold	6,724	–	–	0.11%	158
2020 Q4	$259K	Hold	6,724	–	–	0.11%	143
2020 Q3	$245K	Hold	6,724	–	–	0.13%	135
2020 Q2	$233K	Buy	+6,724	New	+$229K	0.21%	127

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

Prudent Man Advisors's PFF Position: Q1 2026 in Review

Prudent Man Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 16,620 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #110.

Prudent Man Advisors first reported a position in PFF in Q2 2020 and has held it in 24 quarters since. The position peaked at $515K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Prudent Man Advisors held 16,620 shares of iShares Preferred and Income Securities ETF worth $504K as of Q1 2026.
Prudent Man Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.15% of Prudent Man Advisors's portfolio in Q1 2026, its #110 holding.
Prudent Man Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and has held it in 24 quarters since.
Prudent Man Advisors's iShares Preferred and Income Securities ETF position peaked at $515K in Q4 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.