CIBC Private Wealth Group
PFD

CIBC Private Wealth Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$5.24M Hold
441,364
– – 0.01% 423
2025
Q3 		$5.31M Hold
441,364
– – 0.01% 415
2025
Q2 		$4.99M Hold
441,364
– – 0.01% 426
2025
Q1 		$4.63M Hold
441,364
– – 0.01% 411
2024
Q4 		$4.95M Hold
441,364
– – 0.01% 423
2024
Q3 		$5.27M Buy
+441,364
New +$4.92M 0.01% 419

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's PFD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q4 2025 at 441,364 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #423.

CIBC Private Wealth Group first reported a position in PFD in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.31M in Q3 2025. 49 funds tracked by Wall St. Rank hold PFD as of Q4 2025.

  • CIBC Private Wealth Group held 441,364 shares of Flaherty & Crumrine Preferred and Income Fund worth $5.24M as of Q4 2025.
  • CIBC Private Wealth Group left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q4 2025.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #423 holding.
  • CIBC Private Wealth Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $5.31M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.