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 Q2	$4.48K	Hold	147	–	–	﹤0.01%	511
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	–	561
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

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

Richardson Financial Services's PFF Position: Q2 2026 in Review

Richardson Financial Services held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 147 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Richardson Financial Services first reported a position in PFF in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8K in Q1 2024. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Richardson Financial Services held 147 shares of iShares Preferred and Income Securities ETF worth $4.48K as of Q2 2026.
Richardson Financial Services left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #511 holding.
Richardson Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares Preferred and Income Securities ETF position peaked at $23.8K in Q1 2024.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.