Pimco Pref and Cap SEC ACT (PRFD)

CUSIP: 72201R619 | NYSE | 83 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Gradient Investments LLC1,233,966

0.9% of portfolio$60.4M

RFG Advisory, LLC230,941

0.2% of portfolio$11.3M

Brighton Jones LLC66,042

0.1% of portfolio$3.2M

Trek Financial, LLC33,468

0.1% of portfolio$1.6M

Financial Synergies Wealth Advisors, Inc.23,177

0.1% of portfolio$1.1M

Paladin Wealth, LLC22,633

0.6% of portfolio$1.1M

Williams & Novak Wealth Management, LLC22,334

0.6% of portfolio$1.1M

Vise Technologies, Inc.14,281

0.0% of portfolio$699.5K

MinichMacGregor Wealth Management, LLC10,974

0.1% of portfolio$537.5K

Kelleher Financial Advisors4,021

0.1% of portfolio$196.9K

Birchwood Financial Partners, Inc.3,536

0.1% of portfolio$173.2K

Lloyd Advisory Services, Llc.1,733

0.0% of portfolio$84.9K

Private Trust Co NA520

0.0% of portfolio$25.5K

Cape Investment Advisory, Inc.200

0.0% of portfolio$9.8K

Networth Advisors, LLC107

0.0% of portfolio$5.2K

Tounjian Advisory Partners, LLC101

0.0% of portfolio$5.0K

SYM Financial Corp75

0.0% of portfolio$3.7K

Elevated Capital Advisors, LLC35

0.0% of portfolio$1.7K

Triumph Capital Management23

0.0% of portfolio$1.1K

Montgomery Financial Services LLC14

0.0% of portfolio$686

				Style	Turnover	Location	Filed
Gradient Investments LLC	1,233,966	$60.4M	0.9%	Core	Medium	Arden Hills, MN	2026-10-08
RFG Advisory, LLC	230,941	$11.3M	0.2%	ETF	Medium	Birmingham, AL	2026-11-03
Brighton Jones LLC	66,042	$3.2M	0.1%	Core	Very Low	Seattle, WA	2026-11-03
Trek Financial, LLC	33,468	$1.6M	0.1%	ETF	High	Scottsdale, AZ	2026-10-29
Financial Synergies Wealth Advisors, Inc.	23,177	$1.1M	0.1%	ETF	Very Low	Houston, TX	2026-10-16
Paladin Wealth, LLC	22,633	$1.1M	0.6%	Core	Low	Arden Hills, MN	2026-10-23
Williams & Novak Wealth Management, LLC	22,334	$1.1M	0.6%	ETF	Medium	Westlake Village, CA	2026-10-09
Vise Technologies, Inc.	14,281	$699.5K	0.0%	Index	Low	New York, NY	2026-10-29
MinichMacGregor Wealth Management, LLC	10,974	$537.5K	0.1%	ETF	High	Saratoga Springs, NY	2026-10-14
Kelleher Financial Advisors	4,021	$196.9K	0.1%	Core	Medium	New York, NY	2026-10-30
Birchwood Financial Partners, Inc.	3,536	$173.2K	0.1%	ETF	Very Low	Bloomington, MN	2026-11-02
Lloyd Advisory Services, Llc.	1,733	$84.9K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Private Trust Co NA	520	$25.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Cape Investment Advisory, Inc.	200	$9.8K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Networth Advisors, LLC	107	$5.2K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	101	$5.0K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
SYM Financial Corp	75	$3.7K	0.0%	ETF	Very Low	Winona Lake, IN	2026-10-26
Elevated Capital Advisors, LLC	35	$1.7K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Triumph Capital Management	23	$1.1K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Montgomery Financial Services LLC	14	$686	0.0%	ETF	N/A	Ocean City, MD	2026-11-03