PFF β€” ISHARES TR

Ownership history in Cornerstone Financial Group, LLC /NE/  Β·  5 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported ISHARES TR (PFF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.43% in 2024 Q4. The latest visible filing shows PFF at 4.15% 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.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in ISHARES TR, 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
2025 Q4

PFF was reported at 4.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.43% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Cornerstone Financial Group, LLC /NE/ held PFF β€” position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 191,864 +19,098 +11.1% 4.15% $5.9M 2026-02-14 (Est.) $31.51
2025 Q3 ADDED 172,766 +13,054 +8.2% 4.23% $5.5M 2025-11-12 $30.54
2025 Q2 ADDED 159,712 +1,453 +0.9% 4.17% $4.9M 2025-08-15 $30.32
2025 Q1 ADDED 158,259 +15,339 +10.7% 4.32% $4.8M 2025-05-13 $28.89
2024 Q4 INITIATED 142,920 β€” β€” 4.43% $4.5M 2025-02-14 $29.69

FAQ About Cornerstone Financial Group, LLC /NE/ and PFF

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

How long has Cornerstone Financial Group, LLC /NE/ reported owning PFF?

Cornerstone Financial Group, LLC /NE/ reported PFF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PFF position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for PFF was 4.43% in 2024 Q4.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Financial Group, LLC /NE/ reported 191,864 shares, equal to 4.15% of portfolio, with an estimated market value of $5.9M.

What does the chart on this PFF ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'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.

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