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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18K Buy
23
+19
+475% +$971 ﹤0.01% 1643
2026
Q1
$203 Hold
4
﹤0.01% 1765
2025
Q4
$206 Buy
+4
New +$207 ﹤0.01% 1720

Other funds holding PRFD

Triumph Capital Management's PRFD Position: Q2 2026 in Review

Triumph Capital Management increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 475% in Q2 2026, buying an estimated $971 and bringing the position to 23 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Triumph Capital Management first reported a position in PRFD in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Triumph Capital Management held 23 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.18K as of Q2 2026.
  • Triumph Capital Management bought 19 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $971.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1643 holding.
  • Triumph Capital Management first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.