BFF
PFD

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

Byrne Financial Freedom’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
2025
Q3 		– Sell
-10,600
Closed -$120K – 105
2025
Q2 		$120K Hold
10,600
– – 0.06% 98
2025
Q1 		$119K Hold
10,600
– – 0.07% 95
2024
Q4 		$119K Buy
+10,600
New +$122K 0.05% 98

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Byrne Financial Freedom's PFD Position: Q3 2025 in Review

Byrne Financial Freedom sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2025, closing a stake of 10,600 shares — an estimated $120K sold.

Byrne Financial Freedom first reported a position in PFD in Q4 2024 and held it in 3 quarters. The position peaked at $120K in Q2 2025. 52 funds tracked by Wall St. Rank hold PFD as of Q3 2025.

  • Byrne Financial Freedom reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Byrne Financial Freedom sold 10,600 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2025, an estimated $120K.
  • Byrne Financial Freedom first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and held it in 3 quarters.
  • Byrne Financial Freedom's Flaherty & Crumrine Preferred and Income Fund position peaked at $120K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2025.

Based on Byrne Financial Freedom's 13F filing for Q3 2025, filed 14 Nov 2025.