Westwood Holdings Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Westwood Holdings 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
2026 Q2	$509K	Sell	16,693 -1,387	-8%	-$43.2K	﹤0.01%	447
2026 Q1	$548K	Sell	18,080 -25,766	-59%	-$807K	﹤0.01%	382
2025 Q4	$1.36M	Sell	43,846 -1,023	-2%	-$31.9K	0.01%	358
2025 Q3	$1.42M	Buy	44,869 +6,425	+17%	+$202K	0.01%	358
2025 Q2	$1.18M	Sell	38,444 -1,357	-3%	-$40.8K	0.01%	368
2025 Q1	$1.22M	Buy	39,801 +2,094	+6%	+$66K	0.01%	349
2024 Q4	$1.19M	Sell	37,707 -3,868	-9%	-$126K	0.01%	359
2024 Q3	$1.38M	Buy	+41,575	New	+$1.34M	0.01%	359
2023 Q1	–	Sell	-700	Closed	-$21K	–	577
2022 Q4	$21K	Buy	+700	New	+$21.8K	﹤0.01%	542
2022 Q1	–	Sell	-11,918	Closed	-$470K	–	476
2021 Q4	$470K	Sell	11,918 -4,016	-25%	-$156K	﹤0.01%	383
2021 Q3	$619K	Sell	15,934 -590	-4%	-$23.1K	0.01%	366
2021 Q2	$650K	Buy	16,524 +2,861	+21%	+$111K	0.01%	371
2021 Q1	$525K	Buy	13,663 +5,191	+61%	+$197K	0.01%	380
2020 Q4	$327K	Buy	+8,472	New	+$317K	﹤0.01%	390
2020 Q1	–	Sell	-5,450	Closed	-$205K	–	481
2019 Q4	$205K	Sell	5,450 -12,125	-69%	-$452K	﹤0.01%	448
2019 Q3	$660K	Sell	17,575 -29,400	-63%	-$1.09M	0.01%	361
2019 Q2	$1.73M	Buy	46,975 +45,775	+3,815%	+$1.68M	0.02%	320
2019 Q1	$44K	Buy	+1,200	New	+$43.1K	﹤0.01%	389

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Westwood Holdings Group's PFF Position: Q2 2026 in Review

Westwood Holdings Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.7% in Q2 2026, selling an estimated $43.2K and leaving 16,693 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Westwood Holdings Group first reported a position in PFF in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.73M in Q2 2019. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Westwood Holdings Group held 16,693 shares of iShares Preferred and Income Securities ETF worth $509K as of Q2 2026.
Westwood Holdings Group sold 1,387 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $43.2K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #447 holding.
Westwood Holdings Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 18 quarters since.
Westwood Holdings Group's iShares Preferred and Income Securities ETF position peaked at $1.73M in Q2 2019.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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