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 Q2	$9.73M	Sell	319,156 -18,467	-5%	-$575K	0.24%	95
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 $1.55T 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 22.9% 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

Sanibel Captiva Trust Company's PFF Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.5% in Q2 2026, selling an estimated $575K and leaving 319,156 shares worth $9.73M. The position accounts for 0.24% of the portfolio, ranked #95.

Sanibel Captiva Trust Company first reported a position in PFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2023. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sanibel Captiva Trust Company held 319,156 shares of iShares Preferred and Income Securities ETF worth $9.73M as of Q2 2026.
Sanibel Captiva Trust Company sold 18,467 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $575K.
iShares Preferred and Income Securities ETF made up 0.24% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #95 holding.
Sanibel Captiva Trust Company first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's iShares Preferred and Income Securities ETF position peaked at $15.4M in Q4 2023.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.