Wellington Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wellington Management Group’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
2025 Q3	–	Sell	-2,700,100	Closed	-$82.8M	–	2072
2025 Q2	$82.8M	Buy	+2,700,100	New	+$81.3M	0.02%	569
2017 Q3	–	Sell	-237,800	Closed	-$9.31M	–	2265
2017 Q2	$9.31M	Sell	237,800 -237,700	-50%	-$9.25M	﹤0.01%	1237
2017 Q1	$18.4M	Buy	475,500 +150,800	+46%	+$5.77M	﹤0.01%	1057
2016 Q4	$12.1M	Buy	+324,700	New	+$12.3M	﹤0.01%	1144
2015 Q3	–	Sell	-81,000	Closed	-$3.17M	–	2230
2015 Q2	$3.17M	Sell	81,000 -80,900	-50%	-$3.21M	﹤0.01%	1540
2015 Q1	$6.49M	Sell	161,900 -321,100	-66%	-$12.8M	﹤0.01%	1371
2014 Q4	$19.1M	Buy	+483,000	New	+$19.1M	0.01%	1062

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group's PFF Position: Q3 2025 in Review

Wellington Management Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 2,700,100 shares — an estimated $82.8M sold.

Wellington Management Group first reported a position in PFF in Q4 2014 and held it in 7 quarters. The position peaked at $82.8M in Q2 2025. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Wellington Management Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Wellington Management Group sold 2,700,100 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $82.8M.
Wellington Management Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 7 quarters.
Wellington Management Group's iShares Preferred and Income Securities ETF position peaked at $82.8M in Q2 2025.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.