V2 Financial group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

V2 Financial group’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	$953K	Sell	31,419 -2	-0%	-$63	0.44%	34
2025 Q4	$973K	Buy	31,421 +9,421	+43%	+$293K	0.48%	32
2025 Q3	$696K	Buy	+22,000	New	+$692K	0.39%	39
2021 Q1	–	Sell	-8,258	Closed	-$318K	–	66
2020 Q4	$318K	Buy	+8,258	New	+$309K	0.32%	42

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

V2 Financial group's PFF Position: Q1 2026 in Review

V2 Financial group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.01% in Q1 2026, selling an estimated $63 and leaving 31,419 shares worth $953K. The position accounts for 0.44% of the portfolio, ranked #34.

V2 Financial group first reported a position in PFF in Q4 2020 and has held it in 4 quarters since. The position peaked at $973K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

V2 Financial group held 31,419 shares of iShares Preferred and Income Securities ETF worth $953K as of Q1 2026.
V2 Financial group sold 2 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $63.
iShares Preferred and Income Securities ETF made up 0.44% of V2 Financial group's portfolio in Q1 2026, its #34 holding.
V2 Financial group first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 4 quarters since.
V2 Financial group's iShares Preferred and Income Securities ETF position peaked at $973K in Q4 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.