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 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 $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

Bridgewealth Advisory Group's PFD Position: Q1 2026 in Review

Bridgewealth Advisory Group held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q1 2026 at 25,590 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #99.

Bridgewealth Advisory Group first reported a position in PFD in Q3 2024 and has held it in 6 quarters since. The position peaked at $333K in Q3 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Bridgewealth Advisory Group held 25,590 shares of Flaherty & Crumrine Preferred and Income Fund worth $286K as of Q1 2026.
Bridgewealth Advisory Group left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Preferred and Income Fund made up 0.06% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #99 holding.
Bridgewealth Advisory Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2024 and has held it in 6 quarters since.
Bridgewealth Advisory Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $333K in Q3 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.