Question 1

How many shares of PRFD does NewEdge Advisors, LLC own?

Accepted Answer

As of 2026-Q2, NewEdge Advisors, LLC holds 127,325 shares of PRFD (PIMCO ETF TR).

Question 2

What is NewEdge Advisors, LLC's PRFD position worth?

Accepted Answer

As of 2026-Q2, NewEdge Advisors, LLC's PRFD position is worth $6.5M.

Question 3

Is NewEdge Advisors, LLC buying or selling PRFD?

Accepted Answer

In 2026-Q2, NewEdge Advisors, LLC increased their PRFD position (+15.5% change in shares).

Question 4

When did NewEdge Advisors, LLC first buy PRFD?

Accepted Answer

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in PRFD in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	127,325	+15.5%	$6.5M	0.0%	$50.84	31
2026-Q1	Increased	110,246	+37.1%	$5.6M	0.0%	$49.44	35
2025-Q4	Increased	80,419	+260.0%	$4.1M	0.0%	$49.78	43
2025-Q3	Decreased	22,338	-41.2%	$1.2M	0.0%	$49.13	0
2025-Q2	Increased	37,967	+11.1%	$1.9M	0.0%	$47.66	29
2025-Q1	Increased	34,189	+32.7%	$1.7M	0.0%	$46.60	33
2024-Q4	New	25,760	-	$1.3M	0.0%	$45.90	35

PRFD7 quarters

PRFD
7 quarters