PRFD

Pimco Pref And Cap Sec Act
UnclassifiedUSCUSIP 72201R619◍ Confluence graph
Tracked 13F Holders
11
+7 QoQ
13F Value (tracked)
$76.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for PRFD.
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns PRFD

This stock page is the Follow view. The Build view lets your agent query PRFD owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PRFD"
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Use Arkolith to show who owns PRFD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

11 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Gradient Investments LLC
$56.9M
1.1M
+4.3%
Added · +46K sh
Q1 2026
2GREAT VALLEY ADVISOR GROUP, INC.
$5.7M
112K
+7.3%
Added · +8K sh
Q1 2026
3NewEdge Advisors, LLC
$5.6M
110K
+37%
Added · +30K sh
Q1 2026
4Visionary Wealth Advisors
$2.8M
54K
−42%
Reduced · −39K sh
Q1 2026
5Summit Financial, LLC
$2.5M
49K
+7.0%
Added · +3K sh
Q1 2026
6Integrated Wealth Concepts LLC
$1.8M
36K
+4.3%
Added · +1K sh
Q1 2026
7RFG Advisory, LLC
$762K
15K
New
+15K sh
Q1 2026
8CreativeOne Wealth, LLC
$432K
9K
−43%
Reduced · −6K sh
Q1 2026
9UNITED CAPITAL FINANCIAL ADVISORS, LLC
$269K
5K
New
+5K sh
Q1 2026
10WHITTIER TRUST CO OF NEVADA INC
$6K
115
New
+115 sh
Q1 2026
11Steward Partners Investment Advisory, LLC
$5K
100
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+23 since Q1 2023
01529Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $176.6M

Share classes

Class13F holdersValue held
MINTcs288 funds$9.7B
PYLDmc243 funds$7.5B
BONDmc225 funds$4.6B
MUNIcs188 funds$1.6B
HYSmc124 funds$634.1M
CORPmc111 funds$1.1B
LDURmc106 funds$986.7M
SMMUcs91 funds$594.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own PRFD also own

CompanyCo-held byCombined value
APPLE INCAAPL11 funds$3.1B
NVIDIA CORPNVDA11 funds$2.8B
ISHARES CORE S&P 500 ETFIVV11 funds$2.6B
MICROSOFT CORPMSFT11 funds$2.0B
VANGUARD S&P 500 ETFVOO11 funds$2.0B
AMAZON.COM INCAMZN11 funds$1.6B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$1.6B
JPMORGAN CHASE & COJPM11 funds$1.2B
ALPHABET INC-CL CGOOG11 funds$1.0B
META PLATFORMS INC-CLASS AMETA11 funds$1.0B
BROADCOM INCAVGO11 funds$934.4M
VANGUARD TOTAL STOCK MKT ETFVTI11 funds$920.2M

Ranked by how many of PRFD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PRFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.