Vise Technologies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Vise Technologies’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	$208K	Hold	6,709	–	–	﹤0.01%	1361
2025 Q4	$208K	Buy	+6,709	New	+$209K	﹤0.01%	1372
2025 Q3	–	Sell	-10,675	Closed	-$327K	–	1223
2025 Q2	$327K	Buy	+10,675	New	+$321K	0.01%	812
2022 Q1	–	Sell	-5,100	Closed	-$201K	–	259
2021 Q4	$201K	Buy	+5,100	New	+$198K	0.05%	133

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 $1.78B AUM 13.62% 1-Year Est. Return

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

Vise Technologies's PFF Position: Q1 2026 in Review

Vise Technologies held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 6,709 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Vise Technologies first reported a position in PFF in Q4 2021 and has held it in 4 quarters since. The position peaked at $327K in Q2 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Vise Technologies held 6,709 shares of iShares Preferred and Income Securities ETF worth $208K as of Q1 2026.
Vise Technologies left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1361 holding.
Vise Technologies first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 4 quarters since.
Vise Technologies's iShares Preferred and Income Securities ETF position peaked at $327K in Q2 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.