Forum Finance Group’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Forum Finance Group’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	$176K	Sell	4,241 -10,000	-70%	-$511K	0.06%	155
2026 Q1	$576K	Buy	+14,241	New	+$735K	0.31%	73

Other funds holding PRFD

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Forum Finance Group's PRFD Position: Q2 2026 in Review

Forum Finance Group reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 70% in Q2 2026, selling an estimated $511K and leaving 4,241 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #155.

Forum Finance Group first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $576K in Q1 2026. 50 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Forum Finance Group held 4,241 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $176K as of Q2 2026.
Forum Finance Group sold 10,000 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $511K.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.06% of Forum Finance Group's portfolio in Q2 2026, its #155 holding.
Forum Finance Group 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.
Forum Finance Group's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $576K in Q1 2026.
50 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

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