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

Summit Financial’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	$4.03M	Buy	132,301 +20,591	+18%	+$641K	0.04%	404
2026 Q1	$3.39M	Buy	111,710 +265	+0.2%	+$8.3K	0.04%	423
2025 Q4	$3.45M	Sell	111,445 -4,214	-4%	-$131K	0.05%	345
2025 Q3	$3.66M	Buy	115,659 +11,288	+11%	+$355K	0.06%	322
2025 Q2	$3.2M	Sell	104,371 -1,477	-1%	-$44.5K	0.07%	225
2025 Q1	$3.25M	Buy	105,848 +204	+0.2%	+$6.43K	0.09%	190
2024 Q4	$3.32M	Buy	105,644 +1,415	+1%	+$46.2K	0.12%	149
2024 Q3	$3.46M	Buy	104,229 +64,772	+164%	+$2.08M	0.14%	121
2024 Q2	$1.24M	Sell	39,457 -5,123	-11%	-$161K	0.06%	202
2024 Q1	$1.44M	Buy	44,580 +8,767	+24%	+$279K	0.09%	142
2023 Q4	$1.12M	Sell	35,813 -25,172	-41%	-$752K	0.07%	161
2023 Q3	$1.84M	Sell	60,985 -992	-2%	-$30.3K	0.14%	100
2023 Q2	$1.92M	Buy	61,977 +52,714	+569%	+$1.61M	0.14%	94
2023 Q1	$289K	Buy	+9,263	New	+$297K	0.03%	212

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

Summit Financial's PFF Position: Q2 2026 in Review

Summit Financial increased its iShares Preferred and Income Securities ETF (PFF) stake by 18% in Q2 2026, buying an estimated $641K and bringing the position to 132,301 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #404.

Summit Financial first reported a position in PFF in Q1 2023 and has held it in 14 quarters since. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Summit Financial held 132,301 shares of iShares Preferred and Income Securities ETF worth $4.03M as of Q2 2026.
Summit Financial bought 20,591 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $641K.
iShares Preferred and Income Securities ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #404 holding.
Summit Financial first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 14 quarters since.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.