Wellington Management Group
SAFX

Wellington Management Group’s XCF Global Inc SAFX Stock Holding History

Wellington Management Group’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.8K Buy
201,171
+37,476
+23% +$17K ﹤0.01% 1917
2026
Q1 		$59.8K Buy
163,695
+35,429
+28% +$8.33K ﹤0.01% 1867
2025
Q4 		$35K Buy
128,266
+40,045
+45% +$31.2K ﹤0.01% 1912
2025
Q3 		$116K Buy
+88,221
New +$129K ﹤0.01% 1961

Other funds holding SAFX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

Wellington Management Group's SAFX Position: Q2 2026 in Review

Wellington Management Group increased its XCF Global Inc (SAFX) stake by 23% in Q2 2026, buying an estimated $17K and bringing the position to 201,171 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Wellington Management Group first reported a position in SAFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $116K in Q3 2025. 53 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • Wellington Management Group held 201,171 shares of XCF Global Inc worth $88.8K as of Q2 2026.
  • Wellington Management Group bought 37,476 XCF Global Inc shares in Q2 2026, an estimated $17K.
  • XCF Global Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1917 holding.
  • Wellington Management Group first reported a position in XCF Global Inc in Q3 2025 and has held it in 4 quarters since.
  • Wellington Management Group's XCF Global Inc position peaked at $116K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.