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Summitry LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Summitry LLC’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 		– Sell
-8,000
Closed -$243K – 367
2026
Q1 		$243K Buy
+8,000
New +$251K 0.01% 248

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summitry LLC's PFF Position: Q2 2026 in Review

Summitry LLC sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 8,000 shares — an estimated $243K sold.

Summitry LLC first reported a position in PFF in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Summitry LLC reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 8,000 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $243K.
  • Summitry LLC first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and held it in 1 quarter.
  • Summitry LLC's iShares Preferred and Income Securities ETF position peaked at $243K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.