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

SYM Financial Corp’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	$2.29K	Hold	75	–	–	﹤0.01%	507
2026 Q1	$2.27K	Buy	+75	New	+$2.35K	﹤0.01%	409
2025 Q4	–	Sell	-789	Closed	-$24.9K	–	446
2025 Q3	$24.9K	Buy	+789	New	+$24.8K	﹤0.01%	378
2018 Q4	–	Sell	-1,079	Closed	-$40K	–	96
2018 Q3	$40K	Hold	1,079	–	–	0.02%	69
2018 Q2	$41K	Hold	1,079	–	–	0.02%	53
2018 Q1	$41K	Hold	1,079	–	–	0.03%	46
2017 Q4	$41K	Buy	+1,079	New	+$41.4K	0.02%	59

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

SYM Financial Corp's PFF Position: Q2 2026 in Review

SYM Financial Corp held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 75 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

SYM Financial Corp first reported a position in PFF in Q4 2017 and has held it in 7 quarters since. The position peaked at $41K in Q2 2018. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

SYM Financial Corp held 75 shares of iShares Preferred and Income Securities ETF worth $2.29K as of Q2 2026.
SYM Financial Corp left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #507 holding.
SYM Financial Corp first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 7 quarters since.
SYM Financial Corp's iShares Preferred and Income Securities ETF position peaked at $41K in Q2 2018.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.