Whittier Trust’s Global X US Preferred ETF PFFD Stock Holding History

Whittier Trust’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Hold	13,513	–	–	﹤0.01%	589
2026 Q1	$250K	Sell	13,513 -3,932	-23%	-$75.2K	﹤0.01%	544
2025 Q4	$336K	Sell	17,445 -1	-0%	-$19	﹤0.01%	505
2025 Q3	$340K	Hold	17,446	–	–	﹤0.01%	498
2025 Q2	$328K	Hold	17,446	–	–	﹤0.01%	563
2025 Q1	$332K	Sell	17,446 -1,618	-8%	-$31.8K	﹤0.01%	549
2024 Q4	$372K	Hold	19,064	–	–	﹤0.01%	541
2024 Q3	$396K	Hold	19,064	–	–	0.01%	546
2024 Q2	$375K	Sell	19,064 -1,192	-6%	-$23.4K	0.01%	535
2024 Q1	$408K	Sell	20,256 -3,289	-14%	-$65.6K	0.01%	527
2023 Q4	$457K	Buy	+23,545	New	+$438K	0.01%	494
2022 Q4	–	Sell	-1,805	Closed	-$37K	–	1695
2022 Q3	$37K	Sell	1,805 -170	-9%	-$3.68K	﹤0.01%	1024
2022 Q2	$42K	Buy	+1,975	New	+$42.8K	﹤0.01%	994

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whittier Trust's PFFD Position: Q2 2026 in Review

Whittier Trust held its Global X US Preferred ETF (PFFD) position steady in Q2 2026 at 13,513 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Whittier Trust first reported a position in PFFD in Q2 2022 and has held it in 13 quarters since. The position peaked at $457K in Q4 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Whittier Trust held 13,513 shares of Global X US Preferred ETF worth $254K as of Q2 2026.
Whittier Trust left its Global X US Preferred ETF share count unchanged in Q2 2026.
Global X US Preferred ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #589 holding.
Whittier Trust first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 13 quarters since.
Whittier Trust's Global X US Preferred ETF position peaked at $457K in Q4 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.