Templeton & Phillips Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Templeton & Phillips 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
2025 Q4	–	Sell	-1,530	Closed	-$48.4K	–	52
2025 Q3	$48.4K	Hold	1,530	–	–	0.03%	49
2025 Q2	$46.9K	Hold	1,530	–	–	0.03%	45
2025 Q1	$47K	Hold	1,530	–	–	0.03%	45
2024 Q4	$48.1K	Hold	1,530	–	–	0.04%	49
2024 Q3	$50.8K	Hold	1,530	–	–	0.04%	51
2024 Q2	$48.3K	Hold	1,530	–	–	0.04%	46
2024 Q1	$49.3K	Buy	+1,530	New	+$48.8K	0.05%	40

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Templeton & Phillips Capital Management's PFF Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 1,530 shares — an estimated $48.4K sold.

Templeton & Phillips Capital Management first reported a position in PFF in Q1 2024 and held it in 7 quarters. The position peaked at $50.8K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Templeton & Phillips Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
Templeton & Phillips Capital Management sold 1,530 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $48.4K.
Templeton & Phillips Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 7 quarters.
Templeton & Phillips Capital Management's iShares Preferred and Income Securities ETF position peaked at $50.8K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.