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

Rossby Financial’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 		$46.7K Hold
1,537
– – 0.01% 748
2025
Q4 		$47.6K Hold
1,537
– – 0.01% 553
2025
Q3 		$48.8K Hold
1,537
– – 0.02% 537
2025
Q2 		$47.2K Hold
1,537
– – 0.02% 506
2025
Q1 		$46.5K Buy
+1,537
New +$48.5K 0.02% 494

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rossby Financial's PFF Position: Q1 2026 in Review

Rossby Financial held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 1,537 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #748.

Rossby Financial first reported a position in PFF in Q1 2025 and has held it in 5 quarters since. The position peaked at $48.8K in Q3 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Rossby Financial held 1,537 shares of iShares Preferred and Income Securities ETF worth $46.7K as of Q1 2026.
  • Rossby Financial left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
  • iShares Preferred and Income Securities ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #748 holding.
  • Rossby Financial first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's iShares Preferred and Income Securities ETF position peaked at $48.8K in Q3 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.