Cetera Investment Advisers
PFD

Cetera Investment Advisers’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cetera Investment Advisers’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 		$136K Buy
11,658
+40
+0.3% +$460 ﹤0.01% 4603
2026
Q1 		$130K Buy
11,618
+39
+0.3% +$458 ﹤0.01% 4388
2025
Q4 		$137K Buy
11,579
+39
+0.3% +$461 ﹤0.01% 4328
2025
Q3 		$139K Buy
11,540
+682
+6% +$7.88K ﹤0.01% 4254
2025
Q2 		$123K Buy
10,858
+31
+0.3% +$340 ﹤0.01% 3855
2025
Q1 		$121K Buy
10,827
+30
+0.3% +$338 ﹤0.01% 3729
2024
Q4 		$121K Buy
10,797
+334
+3% +$3.85K ﹤0.01% 3539
2024
Q3 		$125K Buy
10,463
+29
+0.3% +$323 ﹤0.01% 3495
2024
Q2 		$109K Sell
10,434
-1,827
-15% -$18.8K ﹤0.01% 3500
2024
Q1 		$130K Buy
+12,261
New +$126K ﹤0.01% 3452
2023
Q2 		– Sell
-10,361
Closed -$110K – 2274
2023
Q1 		$110K Buy
10,361
+150
+1% +$1.75K ﹤0.01% 2054
2022
Q4 		$113K Hold
10,211
– – ﹤0.01% 1981
2022
Q3 		$108K Hold
10,211
– – ﹤0.01% 1578
2022
Q2 		$128K Sell
10,211
-830
-8% -$10.5K ﹤0.01% 1718
2022
Q1 		$153K Sell
11,041
-345
-3% -$5.22K ﹤0.01% 1760
2021
Q4 		$199K Hold
11,386
– – ﹤0.01% 1742
2021
Q3 		$179K Sell
11,386
-3,990
-26% -$65.3K ﹤0.01% 1685
2021
Q2 		$257K Buy
15,376
+1,705
+12% +$29.9K ﹤0.01% 1511
2021
Q1 		$242K Buy
13,671
+875
+7% +$16.1K ﹤0.01% 1365
2020
Q4 		$242K Buy
+12,796
New +$232K ﹤0.01% 1363

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Cetera Investment Advisers's PFD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 0.34% in Q2 2026, buying an estimated $460 and bringing the position to 11,658 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #4603.

Cetera Investment Advisers first reported a position in PFD in Q4 2020 and has held it in 20 quarters since. The position peaked at $257K in Q2 2021. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Cetera Investment Advisers held 11,658 shares of Flaherty & Crumrine Preferred and Income Fund worth $136K as of Q2 2026.
  • Cetera Investment Advisers bought 40 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $460.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4603 holding.
  • Cetera Investment Advisers first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Flaherty & Crumrine Preferred and Income Fund position peaked at $257K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.