AF
PFD

Allworth Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Allworth Financial’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 		$16K Hold
1,433
– – ﹤0.01% 3151
2025
Q4 		$17K Hold
1,433
– – ﹤0.01% 2917
2025
Q3 		$17.2K Hold
1,433
– – ﹤0.01% 2796
2025
Q2 		$16.2K Hold
1,433
– – ﹤0.01% 2645
2025
Q1 		$15.6K Hold
1,433
– – ﹤0.01% 2213
2024
Q4 		$16.2K Buy
+1,433
New +$16.5K ﹤0.01% 2221

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

Allworth Financial's PFD Position: Q1 2026 in Review

Allworth Financial held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q1 2026 at 1,433 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Allworth Financial first reported a position in PFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.2K in Q3 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • Allworth Financial held 1,433 shares of Flaherty & Crumrine Preferred and Income Fund worth $16K as of Q1 2026.
  • Allworth Financial left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q1 2026.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3151 holding.
  • Allworth Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Allworth Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $17.2K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.