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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Brighton Jones LLC's PRFD Position: Q2 2026 in Review

Brighton Jones LLC increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 609% in Q2 2026, buying an estimated $2.79M and bringing the position to 63,429 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #207.

Brighton Jones LLC first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Brighton Jones LLC held 63,429 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $3.26M as of Q2 2026.
  • Brighton Jones LLC bought 54,484 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.79M.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.06% of Brighton Jones LLC's portfolio in Q2 2026, its #207 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 2 quarters since.
  • 31 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.