Action Point Financial Planning’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Action Point Financial Planning’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 Q2	$705K	Buy	+60,582	New	+$696K	0.07%	205

Other funds holding PFD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Action Point Financial Planning's PFD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026: 60,582 shares worth $705K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings.

51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Action Point Financial Planning held 60,582 shares of Flaherty & Crumrine Preferred and Income Fund worth $705K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Fund was a new Action Point Financial Planning position in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #205 holding.
51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.