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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SYM Financial Corp's PFF Position: Q1 2026 in Review

SYM Financial Corp opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 75 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in PFF as recently as Q3 2025.

SYM Financial Corp first reported a position in PFF in Q4 2017 and has held it in 6 quarters since. The position peaked at $41K in Q2 2018. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

SYM Financial Corp held 75 shares of iShares Preferred and Income Securities ETF worth $2.27K as of Q1 2026.
iShares Preferred and Income Securities ETF was a new SYM Financial Corp position in Q1 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #409 holding.
SYM Financial Corp first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 6 quarters since.
SYM Financial Corp's iShares Preferred and Income Securities ETF position peaked at $41K in Q2 2018.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.