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
Q2 		$2.35M Buy
45,695
+5,560
+14% +$284K ﹤0.01% 1501
2026
Q1 		$2.03M Buy
+40,135
New +$2.07M ﹤0.01% 1479

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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
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RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cerity Partners's PRFD Position: Q2 2026 in Review

Cerity Partners increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 14% in Q2 2026, buying an estimated $284K and bringing the position to 45,695 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Cerity Partners first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Cerity Partners held 45,695 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.35M as of Q2 2026.
  • Cerity Partners bought 5,560 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $284K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1501 holding.
  • Cerity Partners 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.
  • 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.