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BOLTON SECURITIES CORPORATION’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$897K Buy
+29,577
New +$926K 0.04% 394
2025
Q3 		$822K Buy
+25,999
New +$818K 0.04% 398
2025
Q1 		$808K Buy
+26,299
New +$829K 0.05% 378

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PFF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2026: 29,577 shares worth $897K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PFF as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PFF in Q1 2025 and has held it in 3 quarters since. 981 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 29,577 shares of iShares Preferred and Income Securities ETF worth $897K as of Q1 2026.
  • iShares Preferred and Income Securities ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Preferred and Income Securities ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #394 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and has held it in 3 quarters since.
  • 981 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.