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Steward Partners Investment Advisory’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$5.07K Hold
100
– – ﹤0.01% 3788
2025
Q4 		$5.15K Buy
+100
New +$5.17K ﹤0.01% 3683
2025
Q1 		– Sell
-82
Closed -$4.12K – 4127
2024
Q4 		$4.12K Buy
82
+28
+52% +$1.43K ﹤0.01% 3434
2024
Q3 		$2.79K Buy
+54
New +$2.73K ﹤0.01% 3369

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Steward Partners Investment Advisory's PRFD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) position steady in Q1 2026 at 100 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

Steward Partners Investment Advisory first reported a position in PRFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.15K in Q4 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Steward Partners Investment Advisory held 100 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $5.07K as of Q1 2026.
  • Steward Partners Investment Advisory left its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3788 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $5.15K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.