Raymond James Financial
PRFD icon

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

Raymond James Financial’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 		$348K Buy
+6,785
New +$347K ﹤0.01% 4737
2025
Q3 		– Sell
-52
Closed -$2.65K – 6291
2025
Q2 		$2.65K Buy
+52
New +$2.6K ﹤0.01% 6340

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
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
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

Raymond James Financial's PRFD Position: Q2 2026 in Review

Raymond James Financial opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 6,785 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #4737 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in PRFD as recently as Q2 2025.

Raymond James Financial first reported a position in PRFD in Q2 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Raymond James Financial held 6,785 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $348K as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Raymond James Financial position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4737 holding.
  • Raymond James Financial first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2025 and has held it in 2 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.