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Richardson Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Richardson Financial 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
Q1 		$4.46K Hold
147
– – ﹤0.01% 524
2025
Q4 		$10.7K Buy
+147
New +$4.58K ﹤0.01% 481
2025
Q3 		– Sell
-183
Closed -$5.61K – 562
2025
Q2 		$5.61K Buy
183
+9
+5% +$271 ﹤0.01% 460
2025
Q1 		$5.35K Hold
174
– – ﹤0.01% 454
2024
Q4 		$5.47K Sell
174
-552
-76% -$18K ﹤0.01% 457
2024
Q3 		$23.2K Buy
726
+182
+33% +$5.86K 0.01% 327
2024
Q2 		$17.2K Sell
544
-91
-14% -$2.87K 0.01% 336
2024
Q1 		$23.8K Buy
635
+388
+157% +$12.4K 0.02% 322
2023
Q4 		$7.7K Buy
+247
New +$7.38K 0.01% 330

Other funds holding PFF

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return