Commonwealth Equity Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Commonwealth Equity Services’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	$428K	Sell	36,829 -490	-1%	-$5.63K	﹤0.01%	3439
2026 Q1	$417K	Sell	37,319 -1,680	-4%	-$19.7K	﹤0.01%	3374
2025 Q4	$463K	Buy	38,999 +423	+1%	+$5K	﹤0.01%	3229
2025 Q3	$464K	Sell	38,576 -2,913	-7%	-$33.7K	﹤0.01%	3234
2025 Q2	$469K	Buy	41,489 +22,246	+116%	+$244K	﹤0.01%	3191
2025 Q1	$216K	Buy	19,243 +74	+0.4%	+$834	﹤0.01%	3767
2024 Q4	$215K	Buy	19,169 +1,919	+11%	+$22.1K	﹤0.01%	3699
2024 Q3	$206K	Sell	17,250 -91	-0.5%	-$1.01K	﹤0.01%	3673
2024 Q2	$181K	Sell	17,341 -146	-0.8%	-$1.5K	﹤0.01%	3666
2024 Q1	$186K	Buy	17,487 +213	+1%	+$2.19K	﹤0.01%	3656
2023 Q4	$171K	Sell	17,274 -783	-4%	-$7.36K	﹤0.01%	3569
2023 Q3	$165K	Buy	18,057 +471	+3%	+$4.59K	﹤0.01%	3453
2023 Q2	$173K	Sell	17,586 -303	-2%	-$3.05K	﹤0.01%	3447
2023 Q1	$189	Buy	17,889 +246	+1%	+$2.88K	﹤0.01%	3339
2022 Q4	$196K	Sell	17,643 -3,607	-17%	-$39.5K	﹤0.01%	3241
2022 Q3	$225K	Buy	21,250 +829	+4%	+$10.1K	﹤0.01%	3070
2022 Q2	$256K	Sell	20,421 -828	-4%	-$10.5K	﹤0.01%	2981
2022 Q1	$294K	Buy	21,249 +2,390	+13%	+$36.2K	﹤0.01%	2997
2021 Q4	$330K	Buy	18,859 +1,529	+9%	+$25.6K	﹤0.01%	2885
2021 Q3	$273K	Sell	17,330 -5,091	-23%	-$83.3K	﹤0.01%	3011
2021 Q2	$374K	Buy	22,421 +4,315	+24%	+$75.8K	﹤0.01%	2713
2021 Q1	$320K	Buy	18,106 +2,508	+16%	+$46.1K	﹤0.01%	2704
2020 Q4	$295K	Buy	15,598 +2,397	+18%	+$43.5K	﹤0.01%	2602
2020 Q3	$217K	Buy	+13,201	New	+$206K	﹤0.01%	2646

Other funds holding PFD

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services's PFD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 1.3% in Q2 2026, selling an estimated $5.63K and leaving 36,829 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Commonwealth Equity Services first reported a position in PFD in Q3 2020 and has held it in 24 quarters since. The position peaked at $469K in Q2 2025. 21 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Commonwealth Equity Services held 36,829 shares of Flaherty & Crumrine Preferred and Income Fund worth $428K as of Q2 2026.
Commonwealth Equity Services sold 490 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $5.63K.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3439 holding.
Commonwealth Equity Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2020 and has held it in 24 quarters since.
Commonwealth Equity Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $469K in Q2 2025.
21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.