West Branch Capital’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

West Branch Capital’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3K	Buy	688 +9	+1%	+$165	﹤0.01%	223
2026 Q1	$11.9K	Buy	679 +5	+0.7%	+$91	﹤0.01%	215
2025 Q4	$11.9K	Buy	674 +18	+3%	+$319	﹤0.01%	244
2025 Q3	$11.7K	Buy	656 +11	+2%	+$194	﹤0.01%	263
2025 Q2	$11K	Sell	645 -188	-23%	-$3.12K	﹤0.01%	261
2025 Q1	$14K	Buy	833 +300	+56%	+$5.18K	﹤0.01%	254
2024 Q4	$9.2K	Hold	533	–	–	﹤0.01%	274
2024 Q3	$9.74K	Hold	533	–	–	﹤0.01%	281
2024 Q2	$9.22K	Hold	533	–	–	﹤0.01%	280
2024 Q1	$9.43K	Buy	533 +3	+0.6%	+$53	﹤0.01%	281
2023 Q4	$9.11K	Buy	530 +9	+2%	+$149	﹤0.01%	284
2023 Q3	$8.75K	Buy	521 +7	+1%	+$121	﹤0.01%	286
2023 Q2	$9.08K	Buy	514 +7	+1%	+$121	﹤0.01%	291
2023 Q1	$8.95K	Buy	507 +2	+0.4%	+$36	0.01%	299
2022 Q4	$8.45K	Buy	505 +4	+0.8%	+$68	0.01%	301
2022 Q3	$9K	Hold	501	–	–	0.01%	294
2022 Q2	$9K	Hold	501	–	–	0.01%	289
2022 Q1	$10K	Hold	501	–	–	﹤0.01%	298
2021 Q4	$11K	Hold	501	–	–	﹤0.01%	317
2021 Q3	$11K	Hold	501	–	–	0.01%	302
2021 Q2	$11K	Buy	+501	New	+$10.6K	0.01%	319

Other funds holding PFXF

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

Dougherty & Associates Spring Hill, Florida $125M AUM

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SCI

Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

West Branch Capital's PFXF Position: Q2 2026 in Review

West Branch Capital increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.3% in Q2 2026, buying an estimated $165 and bringing the position to 688 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

West Branch Capital first reported a position in PFXF in Q2 2021 and has held it in 21 quarters since. The position peaked at $14K in Q1 2025. 71 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

West Branch Capital held 688 shares of VanEck Preferred Securities ex Financials ETF worth $12.3K as of Q2 2026.
West Branch Capital bought 9 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $165.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #223 holding.
West Branch Capital first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's VanEck Preferred Securities ex Financials ETF position peaked at $14K in Q1 2025.
71 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.