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iShares S&P US Pref Stock Idx Fnd shares owned by Lion Street Advisors

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Lion Street Advisors from 13F filings

Historical chart of Lion Street Advisors investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 26k 39.37
2023-06-30 $1.0M 26k 39.37
2022-12-31 $749k 19k 39.37
2022-06-30 $750k 19k 39.43
2022-03-31 $722k 20k 36.52
2021-12-31 $785k 20k 39.50
2021-09-30 $737k 19k 38.74
2020-03-31 $4.0k 118 33.90

More positions owned by Lion Street Advisors

General Mills (GIS)
Darden Restaurants (DRI)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Lion Street Advisors

Top funds holding iShares S&P US Pref Stock Idx Fnd

Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
Raymond James Financial
First Interstate Bank
BlackRock
Charles Schwab Investment Management
Bramshill Investments
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Us Bancorp

View all funds holding iShares S&P US Pref Stock Idx Fnd