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

Montgomery Financial Services’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 		$719 Buy
+14
New +$716 ﹤0.01% 309

Other funds holding PRFD

GI
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OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
RA
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
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

Montgomery Financial Services's PRFD Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 14 shares worth $719. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings.

50 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Montgomery Financial Services held 14 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $719 as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Montgomery Financial Services position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #309 holding.
  • 50 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.