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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
Q3 		$271K Buy
9,195
+700
+8% +$21.2K 0.07% 123
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Stone Summit Wealth's PFF Position: Q3 2026 in Review

Stone Summit Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 8.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 9,195 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #123.

Stone Summit Wealth first reported a position in PFF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.61M in Q2 2023. 205 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Stone Summit Wealth held 9,195 shares of iShares Preferred and Income Securities ETF worth $271K as of Q3 2026.
  • Stone Summit Wealth bought 700 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Stone Summit Wealth's portfolio in Q3 2026, its #123 holding.
  • Stone Summit Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares Preferred and Income Securities ETF position peaked at $1.61M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.