Morgan Stanley
PRFD icon

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

Morgan Stanley’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
2025
Q4 		– Sell
-269
Closed -$13.9K – 8403
2025
Q3 		$13.9K Buy
269
+118
+78% +$6.03K ﹤0.01% 6803
2025
Q2 		$7.7K Hold
151
– – ﹤0.01% 6922
2025
Q1 		$7.63K Hold
151
– – ﹤0.01% 6881
2024
Q4 		$7.59K Sell
151
-67
-31% -$3.42K ﹤0.01% 6892
2024
Q3 		$11.3K Buy
218
+67
+44% +$3.39K ﹤0.01% 6685
2024
Q2 		$7.5K Hold
151
– – ﹤0.01% 6757
2024
Q1 		$7.49K Sell
151
-151
-50% -$7.36K ﹤0.01% 6794
2023
Q4 		$14.6K Buy
302
+151
+100% +$6.94K ﹤0.01% 6748
2023
Q3 		$6.9K Buy
151
+150
+15,000% +$7K ﹤0.01% 6835
2023
Q2 		$47 Sell
1
-200,000
-100% -$9.29M ﹤0.01% 7541
2023
Q1 		$9.33M Buy
+200,001
New +$9.8M ﹤0.01% 3212

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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley's PRFD Position: Q4 2025 in Review

Morgan Stanley sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q4 2025, closing a stake of 269 shares — an estimated $13.9K sold.

Morgan Stanley first reported a position in PRFD in Q1 2023 and held it in 11 quarters. The position peaked at $9.33M in Q1 2023. 40 funds tracked by Wall St. Rank hold PRFD as of Q4 2025.

  • Morgan Stanley reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 269 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q4 2025, an estimated $13.9K.
  • Morgan Stanley first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2023 and held it in 11 quarters.
  • Morgan Stanley's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $9.33M in Q1 2023.
  • 40 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.