Simon Quick Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Simon Quick Advisors’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	$235K	Buy	+7,715	New	+$240K	0.01%	381
2022 Q2	–	Sell	-590	Closed	-$21K	–	335
2022 Q1	$21K	Hold	590	–	–	0.01%	275
2021 Q4	$23K	Hold	590	–	–	0.01%	278
2021 Q3	$22K	Hold	590	–	–	0.01%	307
2021 Q2	$23K	Hold	590	–	–	0.01%	325
2021 Q1	$22K	Buy	590 +100	+20%	+$3.79K	0.01%	345
2020 Q4	$19K	Buy	+490	New	+$18.3K	0.01%	335
2019 Q3	–	Sell	-1,599	Closed	-$58.9K	–	483
2019 Q2	$58.9K	Buy	+1,599	New	+$58.6K	0.03%	116

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

Simon Quick Advisors's PFF Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,715 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in PFF as recently as Q1 2022.

Simon Quick Advisors first reported a position in PFF in Q2 2019 and has held it in 8 quarters since. 970 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Simon Quick Advisors held 7,715 shares of iShares Preferred and Income Securities ETF worth $235K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Simon Quick Advisors position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #381 holding.
Simon Quick Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 8 quarters since.
970 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.