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 Q2	$462K	Buy	15,159 +8,450	+126%	+$263K	0.01%	1202
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 $1.55T 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 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vise Technologies's PFF Position: Q2 2026 in Review

Vise Technologies increased its iShares Preferred and Income Securities ETF (PFF) stake by 126% in Q2 2026, buying an estimated $263K and bringing the position to 15,159 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1202.

Vise Technologies first reported a position in PFF in Q4 2021 and has held it in 5 quarters since. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Vise Technologies held 15,159 shares of iShares Preferred and Income Securities ETF worth $462K as of Q2 2026.
Vise Technologies bought 8,450 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $263K.
iShares Preferred and Income Securities ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1202 holding.
Vise Technologies first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 5 quarters since.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.