CBU
PFD

CIBC Bancorp USA’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

CIBC Bancorp USA’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 		$5.13M Hold
441,364
– – 0.01% 744
2026
Q1 		$4.93M Buy
+441,364
New +$5.18M 0.01% 709

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIBC Bancorp USA's PFD Position: Q2 2026 in Review

CIBC Bancorp USA held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 441,364 shares worth $5.13M. The position accounts for 0.01% of the portfolio, ranked #744.

CIBC Bancorp USA first reported a position in PFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • CIBC Bancorp USA held 441,364 shares of Flaherty & Crumrine Preferred and Income Fund worth $5.13M as of Q2 2026.
  • CIBC Bancorp USA left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #744 holding.
  • CIBC Bancorp USA first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.