Calamos Advisors
PFD

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

Calamos 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 		$429K Sell
38,383
-30,776
-45% -$361K ﹤0.01% 920
2025
Q4 		$821K Buy
69,159
+16,821
+32% +$199K ﹤0.01% 714
2025
Q3 		$629K Buy
+52,338
New +$605K ﹤0.01% 748

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Calamos Advisors's PFD Position: Q1 2026 in Review

Calamos Advisors reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 45% in Q1 2026, selling an estimated $361K and leaving 38,383 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Calamos Advisors first reported a position in PFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $821K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • Calamos Advisors held 38,383 shares of Flaherty & Crumrine Preferred and Income Fund worth $429K as of Q1 2026.
  • Calamos Advisors sold 30,776 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $361K.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #920 holding.
  • Calamos Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Calamos Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $821K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.