PFXF

Vaneck Pref Sec X-financials

+$43.3M

Net Activity

Institutions Holding

212

Popularity Rank

#2754

Avg Weight

0.33%

Total Value

$630.5M

Ownership Trend

212 institutions currently hold PFXF, with 118 net buyers and 81 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

81

Net Buying Institutions

118

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$93.9M
MS
Morgan Stanley
$57.3M
LF
LPL Financial LLC
$56.4M
RJ
Raymond James Financial INC
$33.6M
WF
Wells Fargo & Company/mn
$31.8M

Top 5 by Conviction

SO
State of Wisconsin - Board of Commissioners of Public Lands
17.61%
D&
Dougherty & Associates, LLC
8.26%
GS
Good Steward Wealth Advisors,LLC
6.77%
WI
Wealth Intelligence, LLC
4.59%
TW
Tanager Wealth Management LLP
2.69%
View all 212 holding institutions

Quarterly Activity

Recent Activity

+$518.1M

Total Buy Value

$133.6M

Total Sell Value

New buy22
Trim65
Add96
Sold out16

118

Net Buyers

81

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANECK PREF SEC X-FINANCIALS (PFXF)?
Major stakeholders currently include Bank Of America CORP /de/ ($93.9M), Morgan Stanley ($57.3M), LPL Financial LLC ($56.4M). Based on the latest 13F filings, there are a total of 212 tracked investment funds and institutions maintaining positions in PFXF.
What is the overall institutional sentiment toward PFXF recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $43.3M, driven by 118 managers accumulating shares while 81 reduced their exposure.
Which institutions have been selling or reducing their PFXF positions?
In the latest period, 65 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $133.6M.
Are there any notable investors adding PFXF to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 96 existing holders added to their shares. The total reported buy value for the quarter amounted to $518.1M.

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