1CP
PFD

1607 Capital Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

1607 Capital Partners’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$888K Buy
79,397
+22,797
+40% +$267K 0.06% 124
2025
Q4 		$672K Buy
56,600
+20,400
+56% +$241K 0.05% 116
2025
Q3 		$435K Buy
+36,200
New +$418K 0.03% 112

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

1607 Capital Partners's PFD Position: Q1 2026 in Review

1607 Capital Partners increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 40% in Q1 2026, buying an estimated $267K and bringing the position to 79,397 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #124.

1607 Capital Partners first reported a position in PFD in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • 1607 Capital Partners held 79,397 shares of Flaherty & Crumrine Preferred and Income Fund worth $888K as of Q1 2026.
  • 1607 Capital Partners bought 22,797 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $267K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.06% of 1607 Capital Partners's portfolio in Q1 2026, its #124 holding.
  • 1607 Capital Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on 1607 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.