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

Harbour Investments’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 		$13.2K Buy
+260
New +$13.4K ﹤0.01% 3119
2024
Q3 		– Sell
-221
Closed -$11K – 3460
2024
Q2 		$11K Buy
+221
New +$10.9K ﹤0.01% 2219

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Harbour Investments's PRFD Position: Q1 2026 in Review

Harbour Investments opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026: 260 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #3119 among its holdings. This is a return to the name: Harbour Investments previously reported a position in PRFD as recently as Q2 2024.

Harbour Investments first reported a position in PRFD in Q2 2024 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Harbour Investments held 260 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $13.2K as of Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Harbour Investments position in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3119 holding.
  • Harbour Investments first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2024 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.