Ownership history in Brown Financial Advisors · 7 quarters on record
This page tracks every 13F SEC filing in which Brown Financial Advisors reported a position in PIMCO ETF TR (PRFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,051 | -140 | -0.4% | 0.62% | $1.7M | $51.02 |
| 2025 Q3 | ADDED | 33,191 | +1,033 | +3.2% | 0.64% | $1.7M | $50.35 |
| 2025 Q2 | REDUCED | 32,158 | -642 | -2.0% | 0.64% | $1.6M | $48.85 |
| 2025 Q1 | REDUCED | 32,800 | -11,339 | -25.7% | 0.68% | $1.7M | $47.76 |
| 2024 Q4 | ADDED | 44,139 | +25,937 | +142.5% | 0.89% | $2.2M | $47.04 |
| 2024 Q3 | ADDED | 18,202 | +1,410 | +8.4% | 0.39% | $940K | $47.41 |
| 2024 Q2 | INITIATED | 16,792 | — | — | 0.37% | $834K | — |
As of 2025 Q4 — sorted by position size