STALEY CAPITAL ADVISERS’s iShares Preferred and Income Securities ETF PFF Stock Holding History

STALEY CAPITAL ADVISERS’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	$500K	Sell	16,500 -1,000	-6%	-$31.3K	0.02%	127
2025 Q4	$542K	Hold	17,500	–	–	0.02%	133
2025 Q3	$553K	Sell	17,500 -1,000	-5%	-$31.4K	0.02%	137
2025 Q2	$568K	Hold	18,500	–	–	0.02%	134
2025 Q1	$569K	Sell	18,500 -2,000	-10%	-$63.1K	0.03%	134
2024 Q4	$645K	Hold	20,500	–	–	0.03%	127
2024 Q3	$681K	Hold	20,500	–	–	0.03%	121
2024 Q2	$647K	Hold	20,500	–	–	0.03%	123
2024 Q1	$661K	Sell	20,500 -700	-3%	-$22.3K	0.03%	124
2023 Q4	$661K	Sell	21,200 -3,500	-14%	-$105K	0.03%	122
2023 Q3	$745K	Sell	24,700 -1,500	-6%	-$45.9K	0.04%	114
2023 Q2	$810K	Hold	26,200	–	–	0.04%	111
2023 Q1	$818K	Sell	26,200 -4,000	-13%	-$128K	0.05%	110
2022 Q4	$922K	Hold	30,200	–	–	0.06%	102
2022 Q3	$956K	Sell	30,200 -2,500	-8%	-$83.8K	0.06%	98
2022 Q2	$1.07M	Hold	32,700	–	–	0.06%	94
2022 Q1	$1.19M	Buy	32,700 +1,700	+5%	+$62.5K	0.06%	98
2021 Q4	$1.22M	Hold	31,000	–	–	0.06%	97
2021 Q3	$1.2M	Sell	31,000 -100	-0.3%	-$3.92K	0.06%	94
2021 Q2	$1.22M	Hold	31,100	–	–	0.06%	93
2021 Q1	$1.19M	Hold	31,100	–	–	0.07%	94
2020 Q4	$1.2M	Hold	31,100	–	–	0.07%	85
2020 Q3	$1.13M	Buy	31,100 +18,300	+143%	+$659K	0.08%	86
2020 Q2	$443K	Buy	12,800 +4,500	+54%	+$153K	0.03%	113
2020 Q1	$264K	Buy	8,300 +2,300	+38%	+$82.5K	0.02%	121
2019 Q4	$226K	Hold	6,000	–	–	0.02%	163
2019 Q3	$225K	Hold	6,000	–	–	0.02%	156
2019 Q2	$221K	Hold	6,000	–	–	0.02%	161
2019 Q1	$219K	Hold	6,000	–	–	0.02%	151
2018 Q4	$205K	Hold	6,000	–	–	0.02%	155
2018 Q3	$223K	Hold	6,000	–	–	0.02%	152
2018 Q2	$226K	Hold	6,000	–	–	0.02%	151
2018 Q1	$225K	Hold	6,000	–	–	0.02%	141
2017 Q4	$228K	Hold	6,000	–	–	0.02%	145
2017 Q3	$233K	Sell	6,000 -10,150	-63%	-$395K	0.02%	147
2017 Q2	$633K	Hold	16,150	–	–	0.05%	94
2017 Q1	$625K	Hold	16,150	–	–	0.06%	78
2016 Q4	$601K	Hold	16,150	–	–	0.06%	73
2016 Q3	$638K	Hold	16,150	–	–	0.06%	70
2016 Q2	$644K	Sell	16,150 -500	-3%	-$19.6K	0.07%	70
2016 Q1	$650K	Sell	16,650 -350	-2%	-$13.4K	0.07%	69
2015 Q4	$660K	Sell	17,000 -300	-2%	-$11.7K	0.08%	69
2015 Q3	$668K	Hold	17,300	–	–	0.08%	71
2015 Q2	$678K	Sell	17,300 -1,500	-8%	-$59.5K	0.08%	73
2015 Q1	$754K	Buy	18,800 +1,600	+9%	+$63.8K	0.09%	71
2014 Q4	$678K	Buy	17,200 +500	+3%	+$19.8K	0.08%	70
2014 Q3	$660K	Hold	16,700	–	–	0.08%	72
2014 Q2	$666K	Hold	16,700	–	–	0.08%	74
2014 Q1	$652K	Buy	16,700 +1,000	+6%	+$38.2K	0.08%	73
2013 Q4	$578K	Buy	15,700 +2,300	+17%	+$86.8K	0.08%	70
2013 Q3	$509K	Buy	13,400 +500	+4%	+$19.1K	0.08%	74
2013 Q2	$507K	Buy	+12,900	New	+$519K	0.08%	72

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

STALEY CAPITAL ADVISERS's PFF Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.7% in Q1 2026, selling an estimated $31.3K and leaving 16,500 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #127.

STALEY CAPITAL ADVISERS first reported a position in PFF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.22M in Q2 2021. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

STALEY CAPITAL ADVISERS held 16,500 shares of iShares Preferred and Income Securities ETF worth $500K as of Q1 2026.
STALEY CAPITAL ADVISERS sold 1,000 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $31.3K.
iShares Preferred and Income Securities ETF made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #127 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 52 quarters since.
STALEY CAPITAL ADVISERS's iShares Preferred and Income Securities ETF position peaked at $1.22M in Q2 2021.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.