BPA
PFD

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
Q2 		$201K Sell
17,297
-2,592
-13% -$29.8K ﹤0.01% 1809
2026
Q1 		$222K Buy
+19,889
New +$233K ﹤0.01% 1680

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Beacon Pointe Advisors's PFD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 13% in Q2 2026, selling an estimated $29.8K and leaving 17,297 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Beacon Pointe Advisors first reported a position in PFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Beacon Pointe Advisors held 17,297 shares of Flaherty & Crumrine Preferred and Income Fund worth $201K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,592 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $29.8K.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1809 holding.
  • Beacon Pointe Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $222K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.