Coastline Trust Co PFF — ISHARES S&P PREF STK OTHER

Ownership history in Coastline Trust Co  ·  63 quarters on record

AI Ownership Summary

Coastline Trust Co reported ISHARES S&P PREF STK OTHER (PFF) in 63 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows PFF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in ISHARES S&P PREF STK OTHER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PFF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held PFF — position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 125 — 0% 0.00% $4K 2026-10-01 $29.46
2026 Q2 UNCHANGED — — — 125 — 0% 0.00% $4K 2026-08-14 $30.53
2026 Q1 REDUCED 76.2% +2.4% ❌ 125 -400 -76.2% 0.00% $4K 2026-04-03 $29.58
2025 Q4 UNCHANGED — — — 525 — 0% 0.00% $16K 2026-01-05 $30.11
2025 Q3 ADDED — — — 525 +400 +320.0% 0.00% $17K 2025-10-21 $30.00
2025 Q2 REDUCED 71.3% +5.3% ❌ 125 -310 -71.3% 0.00% $4K 2025-07-17 $29.14
2025 Q1 UNCHANGED — — — 435 — 0% 0.00% $13K 2025-04-28 $27.80
2024 Q4 UNCHANGED — — — 435 — 0% 0.00% $14K 2025-02-13 $28.77
2024 Q3 REDUCED 98.3% -3.5% ✅ 435 -25,195 -98.3% 0.00% $14K 2024-11-06 $29.29
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFF

As of 2026 Q3 — sorted by position size

Montecito Bank & Trust 3Y 7Y 0.16% Roxbury Financial LLC 0.03%

FAQ About Coastline Trust Co and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning PFF?

Coastline Trust Co reported PFF across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported PFF position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for PFF was 0.00% in 2025 Q3.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2026 Q3, when Coastline Trust Co reported 125 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this PFF ownership page compare?

The chart compares Coastline Trust Co's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coastline Trust Co time their PFF position?

Based on 13F filing dates vs. subsequent PFF price moves, Coastline Trust Co correctly timed 31 out of 57 reported position changes (54%). The annualised alpha on PFF relative to SPY over the holding period was +12.0%.

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