Cary Street Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cary Street Partners’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	$234K	Sell	20,083 -2,652	-12%	-$30.5K	0.01%	877
2026 Q1	$254K	Sell	22,735 -400	-2%	-$4.69K	0.01%	761
2025 Q4	$275K	Buy	23,135 +8,500	+58%	+$101K	0.01%	751
2025 Q3	$176K	Sell	14,635 -30,200	-67%	-$349K	﹤0.01%	815
2025 Q2	$507K	Buy	44,835 +1,335	+3%	+$14.7K	0.01%	549
2025 Q1	$488K	Buy	43,500 +4,000	+10%	+$45.1K	0.02%	541
2024 Q4	$444K	Buy	+39,500	New	+$456K	0.01%	530

Other funds holding PFD

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

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cary Street Partners's PFD Position: Q2 2026 in Review

Cary Street Partners reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 12% in Q2 2026, selling an estimated $30.5K and leaving 20,083 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #877.

Cary Street Partners first reported a position in PFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $507K in Q2 2025. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Cary Street Partners held 20,083 shares of Flaherty & Crumrine Preferred and Income Fund worth $234K as of Q2 2026.
Cary Street Partners sold 2,652 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $30.5K.
Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #877 holding.
Cary Street Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Flaherty & Crumrine Preferred and Income Fund position peaked at $507K in Q2 2025.
9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.