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TFC Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

TFC Financial 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
-1,100
Closed -$34.8K – 1035
2025
Q3 		$34.8K Buy
+1,100
New +$34.6K ﹤0.01% 302

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFC Financial Management's PFF Position: Q4 2025 in Review

TFC Financial Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 1,100 shares — an estimated $34.8K sold.

TFC Financial Management first reported a position in PFF in Q3 2025 and held it in 1 quarter. The position peaked at $34.8K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • TFC Financial Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1,100 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $34.8K.
  • TFC Financial Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's iShares Preferred and Income Securities ETF position peaked at $34.8K in Q3 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.