Brighton Jones LLC’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Brighton Jones LLC’s Portfolio PRFD Stock Details PRFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.23M	Buy	66,042 +2,613	+4%	+$132K	0.06%	215
2026 Q2	$3.26M	Buy	63,429 +54,484	+609%	+$2.79M	0.06%	207
2026 Q1	$453K	Buy	+8,945	New	+$462K	0.01%	738

Other funds holding PRFD

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Brighton Jones LLC's PRFD Position: Q3 2026 in Review

Brighton Jones LLC increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 4.1% in Q3 2026, buying an estimated $132K and bringing the position to 66,042 shares worth $3.23M. The position accounts for 0.06% of the portfolio, ranked #215.

Brighton Jones LLC first reported a position in PRFD in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.26M in Q2 2026. 43 funds tracked by Wall St. Rank hold PRFD as of Q3 2026.

Brighton Jones LLC held 66,042 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $3.23M as of Q3 2026.
Brighton Jones LLC bought 2,613 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $132K.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.06% of Brighton Jones LLC's portfolio in Q3 2026, its #215 holding.
Brighton Jones LLC first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
Brighton Jones LLC's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $3.26M in Q2 2026.
43 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2026.

Based on Brighton Jones LLC's 13F filing for Q3 2026, filed 3 Nov 2026.