Sanibel Captiva Trust Company’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sanibel Captiva Trust Company’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 Q1	$10.2M	Sell	337,623 -13,108	-4%	-$410K	0.29%	86
2025 Q4	$10.9M	Buy	350,731 +6,578	+2%	+$205K	0.3%	81
2025 Q3	$10.9M	Buy	344,153 +3,333	+1%	+$105K	0.31%	78
2025 Q2	$10.5M	Buy	340,820 +16,594	+5%	+$499K	0.32%	79
2025 Q1	$9.96M	Sell	324,226 -26,467	-8%	-$834K	0.32%	78
2024 Q4	$11M	Sell	350,693 -22,112	-6%	-$722K	0.35%	73
2024 Q3	$12.4M	Sell	372,805 -49,761	-12%	-$1.6M	0.4%	69
2024 Q2	$13.3M	Sell	422,566 -5,711	-1%	-$180K	0.46%	57
2024 Q1	$13.8M	Sell	428,277 -66,915	-14%	-$2.13M	0.47%	58
2023 Q4	$15.4M	Buy	+495,192	New	+$14.8M	0.57%	48

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanibel Captiva Trust Company's PFF Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its iShares Preferred and Income Securities ETF (PFF) stake by 3.7% in Q1 2026, selling an estimated $410K and leaving 337,623 shares worth $10.2M. The position accounts for 0.29% of the portfolio, ranked #86.

Sanibel Captiva Trust Company first reported a position in PFF in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q4 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Sanibel Captiva Trust Company held 337,623 shares of iShares Preferred and Income Securities ETF worth $10.2M as of Q1 2026.
Sanibel Captiva Trust Company sold 13,108 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $410K.
iShares Preferred and Income Securities ETF made up 0.29% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #86 holding.
Sanibel Captiva Trust Company first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's iShares Preferred and Income Securities ETF position peaked at $15.4M in Q4 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.