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WhitTier Trust Company’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

WhitTier Trust Company’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 		$12.9K Buy
253
+138
+120% +$7.06K ﹤0.01% 1024
2026
Q1 		$5.83K Buy
+115
New +$5.93K ﹤0.01% 1130

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OIA
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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

WhitTier Trust Company's PRFD Position: Q2 2026 in Review

WhitTier Trust Company increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 120% in Q2 2026, buying an estimated $7.06K and bringing the position to 253 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

WhitTier Trust Company first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • WhitTier Trust Company held 253 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $12.9K as of Q2 2026.
  • WhitTier Trust Company bought 138 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.06K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1024 holding.
  • WhitTier Trust Company first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2026 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.