Cary Street Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
Other funds holding PFD
Cary Street Partners's PFD Position: Q3 2026 in Review
Cary Street Partners reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 6.5% in Q3 2026, selling an estimated $14.7K and leaving 18,783 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #931.
Cary Street Partners first reported a position in PFD in Q4 2024 and has held it in 8 quarters since. The position peaked at $507K in Q2 2025. 32 funds tracked by Wall St. Rank hold PFD as of Q3 2026.
- Cary Street Partners held 18,783 shares of Flaherty & Crumrine Preferred and Income Fund worth $202K as of Q3 2026.
- Cary Street Partners sold 1,300 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2026, an estimated $14.7K.
- Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Cary Street Partners's portfolio in Q3 2026, its #931 holding.
- Cary Street Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 8 quarters since.
- Cary Street Partners's Flaherty & Crumrine Preferred and Income Fund position peaked at $507K in Q2 2025.
- 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2026.
Based on Cary Street Partners's 13F filing for Q3 2026, filed 12 Nov 2026.