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 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 $1.37T 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 $1.78B AUM 13.62% 1-Year Est. Return

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

Stone Summit Wealth's PFF Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 19% in Q1 2026, selling an estimated $66.9K and leaving 8,965 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #130.

Stone Summit Wealth first reported a position in PFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.61M in Q2 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Stone Summit Wealth held 8,965 shares of iShares Preferred and Income Securities ETF worth $272K as of Q1 2026.
Stone Summit Wealth sold 2,135 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $66.9K.
iShares Preferred and Income Securities ETF made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #130 holding.
Stone Summit Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's iShares Preferred and Income Securities ETF position peaked at $1.61M in Q2 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.