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
2025
Q3 		– Sell
-52
Closed -$2.65K – 6291
2025
Q2 		$2.65K Buy
+52
New +$2.6K ﹤0.01% 6340

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AIMU
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Raymond James Financial's PRFD Position: Q3 2025 in Review

Raymond James Financial sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q3 2025, closing a stake of 52 shares — an estimated $2.65K sold.

Raymond James Financial first reported a position in PRFD in Q2 2025 and held it in 1 quarter. The position peaked at $2.65K in Q2 2025. 31 funds tracked by Wall St. Rank hold PRFD as of Q3 2025.

  • Raymond James Financial reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 52 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2025, an estimated $2.65K.
  • Raymond James Financial first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $2.65K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.