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

SOL Capital Management’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	–	Sell	-55,685	Closed	-$1.72M	–	229
2025 Q4	$1.72M	Sell	55,685 -255	-0.5%	-$7.94K	0.15%	136
2025 Q3	$1.77M	Sell	55,940 -1,650	-3%	-$51.9K	0.16%	134
2025 Q2	$1.77M	Sell	57,590 -29,070	-34%	-$875K	0.17%	127
2025 Q1	$2.66M	Sell	86,660 -9,575	-10%	-$302K	0.29%	89
2024 Q4	$3.03M	Buy	96,235 +1,430	+2%	+$46.7K	0.34%	83
2024 Q3	$3.15M	Buy	94,805 +2,875	+3%	+$92.5K	0.35%	79
2024 Q2	$2.9M	Buy	91,930 +7,750	+9%	+$244K	0.35%	81
2024 Q1	$2.71M	Buy	84,180 +6,625	+9%	+$211K	0.34%	91
2023 Q4	$2.42M	Buy	77,555 +64,500	+494%	+$1.93M	0.33%	91
2023 Q3	$394K	Buy	13,055 +2,110	+19%	+$64.5K	0.06%	228
2023 Q2	$339K	Sell	10,945 -20,125	-65%	-$616K	0.05%	236
2023 Q1	$970K	Buy	31,070 +1,400	+5%	+$45K	0.16%	147
2022 Q4	$906K	Buy	+29,670	New	+$923K	0.16%	148
2017 Q4	–	Sell	-5,250	Closed	-$204K	–	248
2017 Q3	$204K	Hold	5,250	–	–	0.06%	241
2017 Q2	$206K	Hold	5,250	–	–	0.06%	240
2017 Q1	$203K	Buy	+5,250	New	+$201K	0.06%	233

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

SOL Capital Management's PFF Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 55,685 shares — an estimated $1.72M sold.

SOL Capital Management first reported a position in PFF in Q1 2017 and held it in 16 quarters. The position peaked at $3.15M in Q3 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

SOL Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 55,685 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.72M.
SOL Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 16 quarters.
SOL Capital Management's iShares Preferred and Income Securities ETF position peaked at $3.15M in Q3 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.