Ranch Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ranch Capital 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 Q2	$405K	Sell	13,280 -156	-1%	-$4.86K	0.13%	113
2026 Q1	$407K	Buy	13,436 +785	+6%	+$24.6K	0.15%	110
2025 Q4	$392K	Buy	12,651 +204	+2%	+$6.35K	0.14%	119
2025 Q3	$394K	Sell	12,447 -233	-2%	-$7.33K	0.15%	116
2025 Q2	$389K	Buy	12,680 +167	+1%	+$5.03K	0.17%	114
2025 Q1	$385K	Sell	12,513 -410	-3%	-$12.9K	0.18%	110
2024 Q4	$406K	Sell	12,923 -1,331	-9%	-$43.5K	0.19%	103
2024 Q3	$474K	Buy	14,254 +17	+0.1%	+$547	0.22%	101
2024 Q2	$449K	Buy	14,237 +687	+5%	+$21.6K	0.24%	102
2024 Q1	$437K	Sell	13,550 -343	-2%	-$10.9K	0.24%	104
2023 Q4	$433K	Sell	13,893 -959	-6%	-$28.6K	0.27%	99
2023 Q3	$448K	Sell	14,852 -49	-0.3%	-$1.5K	0.31%	95
2023 Q2	$461K	Buy	14,901 +195	+1%	+$5.97K	0.32%	92
2023 Q1	$459K	Sell	14,706 -797	-5%	-$25.6K	0.34%	89
2022 Q4	$473K	Sell	15,503 -2,996	-16%	-$93.2K	0.37%	85
2022 Q3	$586K	Sell	18,499 -1,565	-8%	-$52.5K	0.48%	69
2022 Q2	$660K	Sell	20,064 -1,133	-5%	-$38.3K	0.51%	69
2022 Q1	$772K	Buy	21,197 +352	+2%	+$12.9K	0.51%	64
2021 Q4	$822K	Sell	20,845 -306	-1%	-$11.9K	0.53%	61
2021 Q3	$821K	Sell	21,151 -1,376	-6%	-$54K	0.51%	58
2021 Q2	$886K	Sell	22,527 -185	-0.8%	-$7.17K	0.53%	55
2021 Q1	$872K	Sell	22,712 -1,046	-4%	-$39.7K	0.58%	52
2020 Q4	$914K	Buy	23,758 +138	+0.6%	+$5.16K	0.66%	38
2020 Q3	$860K	Sell	23,620 -718	-3%	-$25.8K	0.69%	35
2020 Q2	$880K	Sell	24,338 -1,651	-6%	-$56.3K	0.69%	37
2020 Q1	$827K	Buy	25,989 +6,827	+36%	+$245K	0.82%	24
2019 Q4	$720K	Sell	19,162 -383	-2%	-$14.3K	0.58%	42
2019 Q3	$734K	Buy	+19,545	New	+$727K	0.79%	30

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

Ranch Capital Advisors's PFF Position: Q2 2026 in Review

Ranch Capital Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q2 2026, selling an estimated $4.86K and leaving 13,280 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #113.

Ranch Capital Advisors first reported a position in PFF in Q3 2019 and has held it in 28 quarters since. The position peaked at $914K in Q4 2020. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Ranch Capital Advisors held 13,280 shares of iShares Preferred and Income Securities ETF worth $405K as of Q2 2026.
Ranch Capital Advisors sold 156 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $4.86K.
iShares Preferred and Income Securities ETF made up 0.13% of Ranch Capital Advisors's portfolio in Q2 2026, its #113 holding.
Ranch Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and has held it in 28 quarters since.
Ranch Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $914K in Q4 2020.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.