Beacon Pointe Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Beacon Pointe Advisors’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	$222K	Buy	+19,889	New	+$233K	﹤0.01%	1680

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Beacon Pointe Advisors's PFD Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2026: 19,889 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings.

50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Beacon Pointe Advisors held 19,889 shares of Flaherty & Crumrine Preferred and Income Fund worth $222K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Fund was a new Beacon Pointe Advisors position in Q1 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1680 holding.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.