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Root Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-179
Closed -$5.66K – 2499
2025
Q3 		$5.66K Buy
+179
New +$5.63K ﹤0.01% 1677

Other funds holding PFF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's PFF Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 179 shares — an estimated $5.66K sold.

Root Financial Partners first reported a position in PFF in Q3 2025 and held it in 1 quarter. The position peaked at $5.66K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 179 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $5.66K.
  • Root Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Preferred and Income Securities ETF position peaked at $5.66K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.