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 Q3	$24.8K	Buy	2,300 +1,300	+130%	+$14.7K	﹤0.01%	1710
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 $123M AUM 1.3% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CoreCap Advisors's PFD Position: Q3 2026 in Review

CoreCap Advisors increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 130% in Q3 2026, buying an estimated $14.7K and bringing the position to 2,300 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

CoreCap Advisors first reported a position in PFD in Q4 2021 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold PFD as of Q3 2026.

CoreCap Advisors held 2,300 shares of Flaherty & Crumrine Preferred and Income Fund worth $24.8K as of Q3 2026.
CoreCap Advisors bought 1,300 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2026, an estimated $14.7K.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1710 holding.
CoreCap Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2021 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.