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

Summit 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
Q1 		$2.49M Buy
49,193
+3,199
+7% +$165K 0.03% 517
2025
Q4 		$2.38M Buy
45,994
+1,451
+3% +$75K 0.04% 447
2025
Q3 		$2.31M Buy
+44,543
New +$2.28M 0.04% 441

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summit Financial's PRFD Position: Q1 2026 in Review

Summit Financial increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 7% in Q1 2026, buying an estimated $165K and bringing the position to 49,193 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #517.

Summit Financial first reported a position in PRFD in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Summit Financial held 49,193 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.49M as of Q1 2026.
  • Summit Financial bought 3,199 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $165K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.03% of Summit Financial's portfolio in Q1 2026, its #517 holding.
  • Summit Financial first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.