Cerity Partners
PRFD icon

Cerity Partners’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Cerity Partners’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
Q1 		$2.03M Buy
+40,135
New +$2.07M ﹤0.01% 1479

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Cerity Partners's PRFD Position: Q1 2026 in Review

Cerity Partners opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026: 40,135 shares worth $2.03M. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Cerity Partners held 40,135 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.03M as of Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Cerity Partners position in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1479 holding.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.