Bridgewealth Advisory Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bridgewealth Advisory Group’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	$298K	Hold	25,590	–	–	0.06%	102
2026 Q1	$286K	Hold	25,590	–	–	0.06%	99
2025 Q4	$304K	Sell	25,590 -2,143	-8%	-$25.3K	0.07%	97
2025 Q3	$333K	Hold	27,733	–	–	0.08%	87
2025 Q2	$314K	Buy	+27,733	New	+$305K	0.08%	90
2025 Q1	–	Sell	-27,733	Closed	-$316K	–	92
2024 Q4	$316K	Buy	27,733 +14,688	+113%	+$169K	0.09%	82
2024 Q3	$156K	Buy	+13,045	New	+$145K	0.06%	89

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

Bridgewealth Advisory Group's PFD Position: Q2 2026 in Review

Bridgewealth Advisory Group held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 25,590 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #102.

Bridgewealth Advisory Group first reported a position in PFD in Q3 2024 and has held it in 7 quarters since. The position peaked at $333K in Q3 2025. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Bridgewealth Advisory Group held 25,590 shares of Flaherty & Crumrine Preferred and Income Fund worth $298K as of Q2 2026.
Bridgewealth Advisory Group left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up 0.06% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #102 holding.
Bridgewealth Advisory Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $333K in Q3 2025.
51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.