PIMCO PREF AND CAP SEC ACT (PRFD) Institutional Ownership Changes & 13F Activity
PIMCO PREF AND CAP SEC ACT (PRFD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brighton Jones Llc, Newedge Advisors, Llc, Mariner, Llc, Lpl Financial Llc, and Onedigital Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,754 | +40.8% | 6,053 | $310.79K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,466 | +9.7% | 39,354 | $2.02M | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +28 | +0.0% | 1,273,711 | $65.40M | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Buy | +1,210 | +3.8% | 33,171 | $1.70M | Q2 2026 | Aug 26, 2026 |
| Forum Finance Group S.A. | Sell | -10,000 | -70.2% | 4,241 | $176.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,785 | — | 6,785 | $348.39K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +5,560 | +13.9% | 45,695 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,661 | +50.1% | 7,974 | $409.44K | Q2 2026 | Aug 14, 2026 |
| Vickerman Investment Advisors, Inc. | Buy | +149 | +3.4% | 4,520 | $232.09K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +80 | +3.6% | 2,288 | $117.49K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +74 | — | 74 | $3.80K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +37,444 | +155.8% | 61,481 | $3.16M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +13,788 | — | 13,788 | $707.97K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +712 | +8.3% | 9,247 | $474.78K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +132 | +132.0% | 232 | $11.91K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +38,493 | +43.3% | 127,325 | $6.54M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +4,441 | +9.0% | 53,634 | $2.75M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +179 | — | 179 | $9.19K | Q2 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +54,484 | +609.1% | 63,429 | $3.26M | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | Buy | +13,457 | — | 13,457 | $690.97K | Q2 2026 | Aug 11, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +9,916 | +8.9% | 121,560 | $6.24M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +22,587 | +7.1% | 341,551 | $17.54M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +14,732 | +6.8% | 230,113 | $11.82M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +1,640 | — | 1,640 | $84.20K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +147 | — | 147 | $7.52K | Q2 2026 | Aug 07, 2026 |
| Kelleher Financial Advisors | Buy | +48 | +1.2% | 3,971 | $203.90K | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +1 | +0.0% | 3,521 | $180.81K | Q2 2026 | Aug 06, 2026 |
| Mattson Financial Services, Llc | Buy | +1,211 | +7.5% | 17,436 | $888.71K | Q2 2026 | Aug 04, 2026 |
| Elevated Capital Advisors, Llc | Sell | -19 | -28.8% | 47 | $2.42K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,144 | +11.9% | 10,718 | $550.00 | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about PRFD activity
Which institutional owners are buying PRFD?
Institutional owners buying PRFD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PRFD activity?
"Buy" means an investor increased their reported position in PRFD compared to the prior reporting period. This reflects growing exposure to PIMCO PREF AND CAP SEC ACT (PRFD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PRFD increasing?
Institutional interest in PRFD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.