Sunbeam Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sunbeam Capital Management’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	$1.48M	Buy	48,431 +3	+0%	+$93	0.67%	30
2026 Q1	$1.47M	Buy	48,428 +3	+0%	+$94	0.84%	24
2025 Q4	$1.5M	Buy	48,425 +16,007	+49%	+$498K	0.89%	23
2025 Q3	$1.03M	Buy	+32,418	New	+$1.02M	0.64%	32

Other funds holding PFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sunbeam Capital Management's PFF Position: Q2 2026 in Review

Sunbeam Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.01% in Q2 2026, buying an estimated $93 and bringing the position to 48,431 shares worth $1.48M. The position accounts for 0.67% of the portfolio, ranked #30.

Sunbeam Capital Management first reported a position in PFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2025. 571 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Sunbeam Capital Management held 48,431 shares of iShares Preferred and Income Securities ETF worth $1.48M as of Q2 2026.
Sunbeam Capital Management bought 3 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $93.
iShares Preferred and Income Securities ETF made up 0.67% of Sunbeam Capital Management's portfolio in Q2 2026, its #30 holding.
Sunbeam Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
Sunbeam Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.5M in Q4 2025.
571 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.