Comerica Bank’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Comerica Bank’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	$104K	Buy	8,772 +31	+0.4%	+$367	﹤0.01%	2603
2025 Q3	$105K	Buy	8,741 +30	+0.3%	+$347	﹤0.01%	2598
2025 Q2	$98.5K	Buy	8,711 +30	+0.3%	+$329	﹤0.01%	2602
2025 Q1	$97.4K	Buy	8,681 +30	+0.3%	+$338	﹤0.01%	2588
2024 Q4	$97.2K	Sell	8,651 -2,527	-23%	-$29.1K	﹤0.01%	2595
2024 Q3	$134K	Buy	11,178 +4,064	+57%	+$45.3K	﹤0.01%	2450
2024 Q2	$74.3K	Buy	7,114 +2,069	+41%	+$21.2K	﹤0.01%	2639
2024 Q1	$53.5K	Sell	5,045 -2,436	-33%	-$25K	﹤0.01%	2750
2023 Q4	$73.9K	Buy	7,481 +5,191	+227%	+$48.8K	﹤0.01%	2600
2023 Q3	$20.9K	Buy	+2,290	New	+$22.3K	﹤0.01%	2990

Other funds holding PFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Comerica Bank's PFD Position: Q4 2025 in Review

Comerica Bank increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 0.35% in Q4 2025, buying an estimated $367 and bringing the position to 8,772 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Comerica Bank first reported a position in PFD in Q3 2023 and has held it in 10 quarters since. The position peaked at $134K in Q3 2024. 49 funds tracked by Wall St. Rank hold PFD as of Q4 2025.

Comerica Bank held 8,772 shares of Flaherty & Crumrine Preferred and Income Fund worth $104K as of Q4 2025.
Comerica Bank bought 31 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2025, an estimated $367.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2603 holding.
Comerica Bank first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's Flaherty & Crumrine Preferred and Income Fund position peaked at $134K in Q3 2024.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.