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Rossmore Private Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rossmore Private Capital’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 		$68.6K Hold
2,250
– – 0.01% 331
2026
Q1 		$68.2K Hold
2,250
– – 0.01% 315
2025
Q4 		$69.7K Hold
2,250
– – 0.01% 315
2025
Q3 		$71.1K Buy
+2,250
New +$70.7K 0.01% 285
2018
Q1 		– Sell
-400
Closed -$15.2K – 318
2017
Q4 		$15.2K Buy
+400
New +$15.4K 0.02% 270

Other funds holding PFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rossmore Private Capital's PFF Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 2,250 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #331.

Rossmore Private Capital first reported a position in PFF in Q4 2017 and has held it in 5 quarters since. The position peaked at $71.1K in Q3 2025. 483 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Rossmore Private Capital held 2,250 shares of iShares Preferred and Income Securities ETF worth $68.6K as of Q2 2026.
  • Rossmore Private Capital 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 Rossmore Private Capital's portfolio in Q2 2026, its #331 holding.
  • Rossmore Private Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 5 quarters since.
  • Rossmore Private Capital's iShares Preferred and Income Securities ETF position peaked at $71.1K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.