§ EQUITY
USDPRFD
PIMCO PREF AND CAP SEC ACT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
42 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Allianz Asset Management GmbH | 1.3M | 0.1% | +18% |
| Gradient Investments LLC | 1.1M | 0.9% | +4% |
| LPL Financial LLC | 319K | 0.0% | +3% |
| OneDigital Investment Advisors LLC | 215K | 0.1% | +9% |
| GREAT VALLEY ADVISOR GROUP, INC. | 112K | 0.1% | +7% |
| NewEdge Advisors, LLC | 110K | n/a | +37% |
◇ AC INTELLIGENCE
Top institutional owners for PRFD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.9% · 39 holders
QUALITY / COMPOUNDER35.8% · 1 holder
DEALER / BANK0.4% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PRFD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PRFD yet.