PIMCO PREF AND CAP SEC ACT PRFD
$51.06
+0.1% 52w: $47.69 – $51.29
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.6949.4951.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
44
+4 QoQ
13F value
$181.4M
+6.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PRFD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | Diversified mechanical | 1.3M | $64.5M | 0.1% | +17.9% |
| Gradient Investments LLC | Wealth advisor | 1.1M | $56.9M | 0.9% | +4.3% |
| LPL Financial LLC | Bank broker | 319.0K | $16.2M | 0.0% | +3.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 215.4K | $10.9M | 0.1% | +8.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 111.6K | $5.7M | 0.1% | +7.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 110.2K | $5.6M | 0.0% | +37.1% |
| Visionary Wealth Advisors | Wealth advisor | 54.3K | $2.8M | 0.1% | -41.7% |
| Summit Financial, LLC | Wealth advisor | 49.2K | $2.5M | 0.0% | +7.0% |
| Cerity Partners LLC | Diversified mechanical | 40.1K | $2.0M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 35.9K | $1.8M | 0.0% | +4.3% |
| HighTower Advisors, LLC | Diversified mechanical | 32.8K | $1.7M | 0.0% | +5.3% |
| Brown Financial Advisors | Other | 32.0K | $1.6M | 0.6% | -3.3% |
| Mariner, LLC | Diversified mechanical | 24.0K | $1.2M | 0.0% | -50.0% |
| Paladin Wealth, LLC | Wealth advisor | 20.9K | $1.1M | 0.7% | +3.3% |
| Financial Synergies Wealth Advisors, Inc. | Wealth advisor | 17.1K | $869K | 0.1% | +18.5% |
| Mattson Financial Services, LLC | Other | 16.2K | $822K | 0.2% | +2.2% |
| RFG Advisory, LLC | Wealth advisor | 15.0K | $762K | 0.0% | New |
| Forum Finance Group S.A. | Other | 14.2K | $576K | 0.3% | — |
| AE Wealth Management LLC | Wealth advisor | 11.0K | $557K | 0.0% | -1.3% |
| GTS SECURITIES LLC | Market maker | 10.1K | $511K | 0.0% | -35.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 9.6K | $485K | 0.0% | +16.5% |
| CreativeOne Wealth, LLC | Wealth advisor | 8.5K | $432K | 0.0% | New |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 6.6K | $333K | 0.1% | +15.6% |
| JANE STREET GROUP, LLC | Market maker | 5.3K | $269K | 0.0% | -16.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 5.3K | $269K | 0.0% | New |
| Vickerman Investment Advisors, Inc. | Wealth advisor | 4.4K | $221K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.3K | $218K | 0.0% | New |
| KELLEHER FINANCIAL ADVISORS | Other | 3.9K | $199K | 0.1% | +6.0% |
| Birchwood Financial Partners, Inc. | Wealth advisor | 3.5K | $178K | 0.2% | -20.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.2K | $112K | 0.0% | -3.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.8K | $91K | 0.0% | -85.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 642 | $33K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 520 | $26K | 0.0% | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 481 | $24K | 0.0% | -56.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 260 | $13K | 0.0% | New |
| Strategic Wealth Partners, Ltd. | Other | 213 | $11K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 194 | $10K | 0.0% | -1.5% |
| WHITTIER TRUST CO OF NEVADA INC | Diversified mechanical | 115 | $6K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 100 | $5K | 0.0% | Held |
| Networth Advisors, LLC | Wealth advisor | 90 | $5K | 0.0% | -26.8% |
| Elevated Capital Advisors, LLC | Wealth advisor | 66 | $3K | 0.0% | -2.9% |
| JPMORGAN CHASE & CO | Bank broker | 52 | $3K | 0.0% | -99.1% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 18 | $912 | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 4 | $203 | 0.0% | Held |
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