Sanders Morris Harris’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sanders Morris Harris’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	–	Sell	-7,017	Closed	-$213K	–	222
2026 Q1	$213K	Hold	7,017	–	–	0.03%	263
2025 Q4	$218K	Hold	7,017	–	–	0.34%	32
2025 Q3	$222K	Hold	7,017	–	–	0.03%	263
2025 Q2	$215K	Hold	7,017	–	–	0.05%	137
2025 Q1	$216K	Hold	7,017	–	–	0.03%	248
2024 Q4	$219K	Hold	7,017	–	–	0.03%	254
2024 Q3	$233K	Hold	7,017	–	–	0.04%	240
2024 Q2	$221K	Buy	+7,017	New	+$221K	0.04%	242
2023 Q4	–	Sell	-7,017	Closed	-$212K	–	225
2023 Q3	$212K	Buy	7,017 +17	+0.2%	+$520	0.04%	227
2023 Q2	$217K	Hold	7,000	–	–	0.05%	223
2023 Q1	$219K	Buy	+7,000	New	+$225K	0.08%	119
2022 Q4	–	Sell	-7,000	Closed	-$222K	–	248
2022 Q3	$222K	Hold	7,000	–	–	0.05%	238
2022 Q2	$230K	Hold	7,000	–	–	0.05%	244
2022 Q1	$255K	Hold	7,000	–	–	0.05%	243
2021 Q4	$276K	Hold	7,000	–	–	0.05%	243
2021 Q3	$272K	Hold	7,000	–	–	0.05%	244
2021 Q2	$275K	Hold	7,000	–	–	0.05%	251
2021 Q1	$269K	Buy	+7,000	New	+$266K	0.06%	242
2020 Q1	–	Sell	-12,875	Closed	-$484K	–	256
2019 Q4	$484K	Hold	12,875	–	–	0.11%	162
2019 Q3	$479K	Buy	+12,875	New	+$479K	0.12%	148

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

Sanders Morris Harris's PFF Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 7,017 shares — an estimated $213K sold.

Sanders Morris Harris first reported a position in PFF in Q3 2019 and held it in 20 quarters. The position peaked at $484K in Q4 2019. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 7,017 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $213K.
Sanders Morris Harris first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 20 quarters.
Sanders Morris Harris's iShares Preferred and Income Securities ETF position peaked at $484K in Q4 2019.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.