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 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return