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 Q2	$3.16M	Buy	61,481 +37,444	+156%	+$1.91M	﹤0.01%	1246
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 Munich, Germany $123B AUM 45.23% 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

BJL

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner's PRFD Position: Q2 2026 in Review

Mariner increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 156% in Q2 2026, buying an estimated $1.91M and bringing the position to 61,481 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Mariner first reported a position in PRFD in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Mariner held 61,481 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $3.16M as of Q2 2026.
Mariner bought 37,444 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.91M.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1246 holding.
Mariner first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 6 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.