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SPC Financial Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

SPC Financial Inc’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
2025
Q3 		$1.9M Sell
60,037
-561
-0.9% -$17.6K 0.15% 83
2025
Q2 		$1.86M Sell
60,598
-5,250
-8% -$158K 0.16% 81
2025
Q1 		$2.02M Sell
65,848
-700
-1% -$22.1K 0.18% 78
2024
Q4 		$2.09M Buy
66,548
+300
+0.5% +$9.79K 0.18% 80
2024
Q3 		$2.2M Sell
66,248
-1,800
-3% -$57.9K 0.19% 78
2024
Q2 		$2.15M Sell
68,048
-900
-1% -$28.3K 0.2% 75
2024
Q1 		$2.22M Buy
68,948
+335
+0.5% +$10.7K 0.21% 74
2023
Q4 		$2.14M Sell
68,613
-3,040
-4% -$90.8K 0.22% 67
2023
Q3 		$2.16M Sell
71,653
-11,850
-14% -$362K 0.24% 61
2023
Q2 		$2.58M Buy
83,503
+2,938
+4% +$89.9K 0.28% 55
2023
Q1 		$2.52M Sell
80,565
-1,770
-2% -$56.8K 0.29% 49
2022
Q4 		$2.51M Sell
82,335
-10,915
-12% -$340K 0.3% 54
2022
Q3 		$2.95M Buy
93,250
+9,500
+11% +$318K 0.37% 41
2022
Q2 		$2.75M Sell
83,750
-9,350
-10% -$316K 0.34% 44
2022
Q1 		$3.39M Buy
93,100
+1,310
+1% +$48.2K 0.39% 39
2021
Q4 		$3.62M Sell
91,790
-49,414
-35% -$1.92M 0.4% 42
2021
Q3 		$5.48M Sell
141,204
-244,276
-63% -$9.58M 0.68% 27
2021
Q2 		$15.2M Buy
385,480
+58,119
+18% +$2.25M 1.84% 21
2021
Q1 		$12.6M Buy
327,361
+25,639
+8% +$973K 1.66% 21
2020
Q4 		$11.6M Buy
301,722
+232,765
+338% +$8.7M 1.63% 20
2020
Q3 		$2.51M Buy
68,957
+6,300
+10% +$227K 0.43% 43
2020
Q2 		$2.17M Buy
62,657
+9,000
+17% +$307K 0.45% 46
2020
Q1 		$1.71M Buy
53,657
+3,600
+7% +$129K 0.44% 47
2019
Q4 		$1.88M Buy
50,057
+4,000
+9% +$149K 0.34% 52
2019
Q3 		$1.73M Sell
46,057
-40,903
-47% -$1.52M 0.37% 47
2019
Q2 		$3.2M Buy
86,960
+8,699
+11% +$319K 0.65% 31
2019
Q1 		$2.86M Buy
78,261
+3,075
+4% +$110K 0.61% 32
2018
Q4 		$2.57M Buy
75,186
+1,275
+2% +$45.2K 0.71% 30
2018
Q3 		$2.74M Buy
73,911
+2,000
+3% +$75K 0.55% 32
2018
Q2 		$2.71M Buy
71,911
+2,815
+4% +$105K 0.59% 31
2018
Q1 		$2.6M Buy
69,096
+56,955
+469% +$2.14M 0.59% 32
2017
Q4 		$462K Buy
12,141
+1,681
+16% +$64.5K 0.11% 86
2017
Q3 		$406K Buy
10,460
+3,300
+46% +$129K 0.1% 88
2017
Q2 		$280K Buy
7,160
+800
+13% +$31.1K 0.07% 93
2017
Q1 		$246K Buy
+6,360
New +$243K 0.07% 101

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

SPC Financial Inc's PFF Position: Q3 2025 in Review

SPC Financial Inc reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.93% in Q3 2025, selling an estimated $17.6K and leaving 60,037 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #83.

SPC Financial Inc first reported a position in PFF in Q1 2017 and has held it in 35 quarters since. The position peaked at $15.2M in Q2 2021. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • SPC Financial Inc held 60,037 shares of iShares Preferred and Income Securities ETF worth $1.9M as of Q3 2025.
  • SPC Financial Inc sold 561 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $17.6K.
  • iShares Preferred and Income Securities ETF made up 0.15% of SPC Financial Inc's portfolio in Q3 2025, its #83 holding.
  • SPC Financial Inc first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and has held it in 35 quarters since.
  • SPC Financial Inc's iShares Preferred and Income Securities ETF position peaked at $15.2M in Q2 2021.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.