Samalin Investment Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Samalin Investment Counsel’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	$209K	Buy	+6,864	New	+$214K	0.07%	307
2025 Q1	–	Sell	-6,500	Closed	-$204K	–	329
2024 Q4	$204K	Buy	6,500 +132	+2%	+$4.31K	0.09%	263
2024 Q3	$212K	Sell	6,368 -1,966	-24%	-$63.3K	0.09%	256
2024 Q2	$263K	Buy	8,334 +1,119	+16%	+$35.2K	0.12%	237
2024 Q1	$233K	Sell	7,215 -352	-5%	-$11.2K	0.11%	247
2023 Q4	$236K	Sell	7,567 -95	-1%	-$2.84K	0.12%	236
2023 Q3	$231K	Sell	7,662 -1,956	-20%	-$59.8K	0.13%	220
2023 Q2	$297K	Sell	9,618 -120	-1%	-$3.67K	0.16%	178
2023 Q1	$304K	Buy	9,738 +85	+0.9%	+$2.73K	0.18%	164
2022 Q4	$295K	Buy	9,653 +177	+2%	+$5.51K	0.19%	155
2022 Q3	$300K	Buy	9,476 +97	+1%	+$3.25K	0.22%	136
2022 Q2	$308K	Buy	9,379 +84	+0.9%	+$2.84K	0.22%	141
2022 Q1	$339K	Sell	9,295 -603	-6%	-$22.2K	0.21%	151
2021 Q4	$390K	Sell	9,898 -291	-3%	-$11.3K	0.23%	134
2021 Q3	$395K	Sell	10,189 -306	-3%	-$12K	0.26%	129
2021 Q2	$413K	Sell	10,495 -3,208	-23%	-$124K	0.27%	123
2021 Q1	$526K	Buy	13,703 +569	+4%	+$21.6K	0.35%	95
2020 Q4	$506K	Sell	13,134 -1,182	-8%	-$44.2K	0.38%	79
2020 Q3	$522K	Sell	14,316 -1,084	-7%	-$39K	0.47%	57
2020 Q2	$533K	Buy	15,400 +843	+6%	+$28.7K	0.56%	45
2020 Q1	$463K	Sell	14,557 -3,589	-20%	-$129K	0.62%	47
2019 Q4	$682K	Buy	+18,146	New	+$677K	0.57%	39

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

Samalin Investment Counsel's PFF Position: Q2 2026 in Review

Samalin Investment Counsel opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 6,864 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #307 among its holdings. This is a return to the name: Samalin Investment Counsel previously reported a position in PFF as recently as Q4 2024.

Samalin Investment Counsel first reported a position in PFF in Q4 2019 and has held it in 22 quarters since. The position peaked at $682K in Q4 2019. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Samalin Investment Counsel held 6,864 shares of iShares Preferred and Income Securities ETF worth $209K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Samalin Investment Counsel position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #307 holding.
Samalin Investment Counsel first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 22 quarters since.
Samalin Investment Counsel's iShares Preferred and Income Securities ETF position peaked at $682K in Q4 2019.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.