Savant Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Savant Capital’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	$5.21M	Buy	+169,592	New	+$5.28M	0.02%	408
2022 Q2	–	Sell	-6,650	Closed	-$242K	–	583
2022 Q1	$242K	Hold	6,650	–	–	0.01%	506
2021 Q4	$262K	Hold	6,650	–	–	0.01%	474
2021 Q3	$258K	Buy	6,650 +982	+17%	+$38.5K	0.01%	451
2021 Q2	$223K	Buy	+5,668	New	+$220K	0.01%	453

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

Savant Capital's PFF Position: Q2 2026 in Review

Savant Capital opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 169,592 shares worth $5.21M. The stake represents 0.02% of the portfolio and ranks #408 among its holdings. This is a return to the name: Savant Capital previously reported a position in PFF as recently as Q1 2022.

Savant Capital first reported a position in PFF in Q2 2021 and has held it in 5 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Savant Capital held 169,592 shares of iShares Preferred and Income Securities ETF worth $5.21M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Savant Capital position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #408 holding.
Savant Capital first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and has held it in 5 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.