CoreCap Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

CoreCap Advisors’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	$11.6K	Buy	+1,000	New	+$11.5K	﹤0.01%	2009
2022 Q4	$2.78K	Buy	+250	New	+$2.74K	﹤0.01%	1869
2022 Q3	–	Sell	-250	Closed	-$3K	–	1631
2022 Q2	$3K	Buy	+250	New	+$3.16K	﹤0.01%	1803
2022 Q1	–	Sell	-250	Closed	-$4K	–	1628
2021 Q4	$4K	Buy	+250	New	+$4.19K	﹤0.01%	1815

Other funds holding PFD

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

CSP

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

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CoreCap Advisors's PFD Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026: 1,000 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in PFD as recently as Q4 2022.

CoreCap Advisors first reported a position in PFD in Q4 2021 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

CoreCap Advisors held 1,000 shares of Flaherty & Crumrine Preferred and Income Fund worth $11.6K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Fund was a new CoreCap Advisors position in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2009 holding.
CoreCap Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2021 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.