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 Q2	$5.79K	Sell	190 -1,347	-88%	-$42K	﹤0.01%	1383
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 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

Rossby Financial's PFF Position: Q2 2026 in Review

Rossby Financial reduced its iShares Preferred and Income Securities ETF (PFF) stake by 88% in Q2 2026, selling an estimated $42K and leaving 190 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Rossby Financial first reported a position in PFF in Q1 2025 and has held it in 6 quarters since. The position peaked at $48.8K in Q3 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Rossby Financial held 190 shares of iShares Preferred and Income Securities ETF worth $5.79K as of Q2 2026.
Rossby Financial sold 1,347 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $42K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1383 holding.
Rossby Financial first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares Preferred and Income Securities ETF position peaked at $48.8K in Q3 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.