Mariner
PRFD icon

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

Mariner’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 		$1.22M Sell
24,037
-24,012
-50% -$1.24M ﹤0.01% 1832
2025
Q4 		$2.48M Buy
48,049
+25,239
+111% +$1.31M ﹤0.01% 1378
2025
Q3 		$1.18M Buy
22,810
+172
+0.8% +$8.79K ﹤0.01% 1777
2025
Q2 		$1.15M Buy
22,638
+7,163
+46% +$358K ﹤0.01% 1699
2025
Q1 		$782K Buy
+15,475
New +$782K ﹤0.01% 1861

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

Mariner's PRFD Position: Q1 2026 in Review

Mariner reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 50% in Q1 2026, selling an estimated $1.24M and leaving 24,037 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Mariner first reported a position in PRFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.48M in Q4 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Mariner held 24,037 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.22M as of Q1 2026.
  • Mariner sold 24,012 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.24M.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1832 holding.
  • Mariner first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • Mariner's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $2.48M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.