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Wellington-Altus USA’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wellington-Altus USA’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
Q2 		$53.3K Hold
1,757
– – 0.04% 292
2026
Q1 		$53.6K Hold
1,757
– – 0.03% 327
2025
Q4 		$54.4K Buy
+1,757
New +$54.7K 0.04% 278

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington-Altus USA's PFF Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 1,757 shares worth $53.3K. The position accounts for 0.04% of the portfolio, ranked #292.

Wellington-Altus USA first reported a position in PFF in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.4K in Q4 2025. 974 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Wellington-Altus USA held 1,757 shares of iShares Preferred and Income Securities ETF worth $53.3K as of Q2 2026.
  • Wellington-Altus USA left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #292 holding.
  • Wellington-Altus USA first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Preferred and Income Securities ETF position peaked at $54.4K in Q4 2025.
  • 974 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.