Stonegate Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stonegate Investment Group’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	$217K	Hold	6,874	–	–	0.01%	382
2025 Q2	$211K	Hold	6,874	–	–	0.01%	376
2025 Q1	$211K	Hold	6,874	–	–	0.01%	331
2024 Q4	$216K	Hold	6,874	–	–	0.01%	325
2024 Q3	$228K	Hold	6,874	–	–	0.01%	322
2024 Q2	$217K	Hold	6,874	–	–	0.01%	325
2024 Q1	$222K	Hold	6,874	–	–	0.01%	302
2023 Q4	$214K	Hold	6,874	–	–	0.01%	281
2023 Q3	$207K	Sell	6,874 -500	-7%	-$15.3K	0.01%	275
2023 Q2	$228K	Buy	7,374 +500	+7%	+$15.3K	0.01%	283
2023 Q1	$215K	Hold	6,874	–	–	0.01%	290
2022 Q4	$210K	Hold	6,874	–	–	0.01%	284
2022 Q3	$218K	Hold	6,874	–	–	0.01%	256
2022 Q2	$226K	Hold	6,874	–	–	0.01%	259
2022 Q1	$250K	Hold	6,874	–	–	0.01%	222
2021 Q4	$271K	Buy	+6,874	New	+$267K	0.01%	223

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Stonegate Investment Group's PFF Position: Q3 2025 in Review

Stonegate Investment Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2025 at 6,874 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #382.

Stonegate Investment Group first reported a position in PFF in Q4 2021 and has held it in 16 quarters since. The position peaked at $271K in Q4 2021. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Stonegate Investment Group held 6,874 shares of iShares Preferred and Income Securities ETF worth $217K as of Q3 2025.
Stonegate Investment Group left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2025.
iShares Preferred and Income Securities ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #382 holding.
Stonegate Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's iShares Preferred and Income Securities ETF position peaked at $271K in Q4 2021.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.