Williams & Novak’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History
Bought
Maintained
Sold
Other funds holding PRFD
CIA
Williams & Novak's PRFD Position: Q3 2026 in Review
Williams & Novak increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 230% in Q3 2026, buying an estimated $786K and bringing the position to 22,334 shares worth $1.09M. The position accounts for 0.65% of the portfolio, ranked #46.
Williams & Novak first reported a position in PRFD in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold PRFD as of Q3 2026.
- Williams & Novak held 22,334 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.09M as of Q3 2026.
- Williams & Novak bought 15,574 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $786K.
- PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.65% of Williams & Novak's portfolio in Q3 2026, its #46 holding.
- Williams & Novak first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
- 8 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2026.
Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.