Surience Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Surience Private 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 Q2	$883K	Buy	+28,976	New	+$903K	0.78%	31

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

Surience Private Wealth's PFF Position: Q2 2026 in Review

Surience Private Wealth opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 28,976 shares worth $883K. The stake represents 0.78% of the portfolio and ranks #31 among its holdings.

964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Surience Private Wealth held 28,976 shares of iShares Preferred and Income Securities ETF worth $883K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Surience Private Wealth position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.78% of Surience Private Wealth's portfolio in Q2 2026, its #31 holding.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.