Stone Summit Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stone Summit Wealth’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	$259K	Sell	8,495 -470	-5%	-$14.6K	0.07%	135
2026 Q1	$272K	Sell	8,965 -2,135	-19%	-$66.9K	0.08%	130
2025 Q4	$344K	Sell	11,100 -10,180	-48%	-$317K	0.09%	118
2025 Q3	$673K	Sell	21,280 -11,705	-35%	-$368K	0.19%	83
2025 Q2	$1.01M	Sell	32,985 -14,030	-30%	-$422K	0.31%	71
2025 Q1	$1.44M	Buy	47,015 +15,605	+50%	+$492K	0.49%	65
2024 Q4	$988K	Sell	31,410 -3,655	-10%	-$119K	0.33%	72
2024 Q3	$1.17M	Sell	35,065 -3,175	-8%	-$102K	0.38%	70
2024 Q2	$1.21M	Sell	38,240 -1,190	-3%	-$37.5K	0.43%	65
2024 Q1	$1.27M	Sell	39,430 -3,010	-7%	-$96K	0.44%	65
2023 Q4	$1.32M	Sell	42,440 -7,798	-16%	-$233K	0.51%	62
2023 Q3	$1.51M	Sell	50,238 -1,960	-4%	-$59.9K	0.65%	55
2023 Q2	$1.61M	Buy	52,198 +8,600	+20%	+$263K	0.67%	53
2023 Q1	$1.36M	Buy	43,598 +15,585	+56%	+$501K	0.61%	58
2022 Q4	$855K	Buy	28,013 +8,803	+46%	+$274K	0.42%	65
2022 Q3	$608K	Buy	19,210 +3,295	+21%	+$110K	0.37%	74
2022 Q2	$524K	Sell	15,915 -5,246	-25%	-$178K	0.31%	78
2022 Q1	$761K	Buy	21,161 +4,915	+30%	+$181K	0.43%	69
2021 Q4	$646K	Buy	+16,246	New	+$631K	0.52%	65

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

Stone Summit Wealth's PFF Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 5.2% in Q2 2026, selling an estimated $14.6K and leaving 8,495 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #135.

Stone Summit Wealth first reported a position in PFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q2 2023. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Stone Summit Wealth held 8,495 shares of iShares Preferred and Income Securities ETF worth $259K as of Q2 2026.
Stone Summit Wealth sold 470 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $14.6K.
iShares Preferred and Income Securities ETF made up 0.07% of Stone Summit Wealth's portfolio in Q2 2026, its #135 holding.
Stone Summit Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 19 quarters since.
Stone Summit Wealth's iShares Preferred and Income Securities ETF position peaked at $1.61M in Q2 2023.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.