S.A. Mason’s iShares Preferred and Income Securities ETF PFF Stock Holding History

S.A. Mason’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 Q3	–	Sell	-740	Closed	-$22.7K	–	327
2025 Q2	$22.7K	Hold	740	–	–	0.01%	331
2025 Q1	$22.7K	Hold	740	–	–	0.01%	319
2024 Q4	$23.3K	Hold	740	–	–	0.01%	306
2024 Q3	$24.6K	Hold	740	–	–	0.01%	296
2024 Q2	$23.3K	Hold	740	–	–	0.01%	289
2024 Q1	$23.9K	Hold	740	–	–	0.01%	282
2023 Q4	$23.1K	Hold	740	–	–	0.02%	277
2023 Q3	$22.3K	Hold	740	–	–	0.02%	280
2023 Q2	$23.1K	Hold	740	–	–	0.02%	280
2023 Q1	$23.1K	Hold	740	–	–	0.02%	280
2022 Q4	$22.6K	Hold	740	–	–	0.02%	283
2022 Q3	$23K	Sell	740 -86	-10%	-$2.88K	0.02%	284
2022 Q2	$27K	Hold	826	–	–	0.02%	285
2022 Q1	$30K	Sell	826 -928	-53%	-$34.1K	0.02%	289
2021 Q4	$69K	Hold	1,754	–	–	0.04%	240
2021 Q3	$68K	Hold	1,754	–	–	0.04%	237
2021 Q2	$69K	Hold	1,754	–	–	0.05%	230
2021 Q1	$67K	Hold	1,754	–	–	0.05%	222
2020 Q4	$68K	Hold	1,754	–	–	0.06%	208
2020 Q3	$64K	Sell	1,754 -67	-4%	-$2.41K	0.06%	198
2020 Q2	$63K	Hold	1,821	–	–	0.07%	203
2020 Q1	$58K	Hold	1,821	–	–	0.07%	196
2019 Q4	$68K	Buy	+1,821	New	+$67.9K	0.06%	205

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

S.A. Mason's PFF Position: Q3 2025 in Review

S.A. Mason sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 740 shares — an estimated $22.7K sold.

S.A. Mason first reported a position in PFF in Q4 2019 and held it in 23 quarters. The position peaked at $69K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

S.A. Mason reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 740 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $22.7K.
S.A. Mason first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 23 quarters.
S.A. Mason's iShares Preferred and Income Securities ETF position peaked at $69K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.