Cambridge Investment Research Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cambridge Investment Research 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	$203K	Buy	+17,460	New	+$201K	﹤0.01%	3820
2022 Q1	–	Sell	-12,750	Closed	-$223K	–	3267
2021 Q4	$223K	Buy	12,750 +12	+0.1%	+$201	﹤0.01%	2786
2021 Q3	$201K	Buy	12,738 +14	+0.1%	+$229	﹤0.01%	2815
2021 Q2	$212K	Sell	12,724 -975	-7%	-$17.1K	﹤0.01%	2784
2021 Q1	$243K	Sell	13,699 -1,606	-10%	-$29.5K	﹤0.01%	2453
2020 Q4	$290K	Buy	15,305 +11	+0.1%	+$200	﹤0.01%	2173
2020 Q3	$252K	Buy	15,294 +13	+0.1%	+$202	﹤0.01%	2068
2020 Q2	$222K	Hold	15,281	–	–	﹤0.01%	2112
2020 Q1	$184K	Sell	15,281 -14	-0.1%	-$207	﹤0.01%	1971
2019 Q4	$238K	Buy	15,295 +14	+0.1%	+$218	﹤0.01%	2088
2019 Q3	$228K	Buy	15,281 +3,309	+28%	+$49.7K	﹤0.01%	2029
2019 Q2	$176K	Buy	11,972 +400	+3%	+$5.58K	﹤0.01%	2030
2019 Q1	$159K	Buy	11,572 +1,467	+15%	+$19.2K	﹤0.01%	2126
2018 Q4	$117K	Buy	+10,105	New	+$124K	﹤0.01%	2014
2018 Q1	–	Sell	-10,182	Closed	-$153K	–	2215
2017 Q4	$153K	Sell	10,182 -50	-0.5%	-$767	﹤0.01%	1987
2017 Q3	$155K	Sell	10,232 -180	-2%	-$2.7K	﹤0.01%	1878
2017 Q2	$164K	Buy	+10,412	New	+$160K	﹤0.01%	1791
2013 Q3	–	Sell	-13,077	Closed	-$184K	–	1228
2013 Q2	$184K	Buy	+13,077	New	+$194K	0.01%	981

Other funds holding PFD

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors's PFD Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026: 17,460 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3820 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in PFD as recently as Q4 2021.

Cambridge Investment Research Advisors first reported a position in PFD in Q2 2013 and has held it in 18 quarters since. The position peaked at $290K in Q4 2020. 21 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Cambridge Investment Research Advisors held 17,460 shares of Flaherty & Crumrine Preferred and Income Fund worth $203K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3820 holding.
Cambridge Investment Research Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2013 and has held it in 18 quarters since.
Cambridge Investment Research Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $290K in Q4 2020.
21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.