EC
PFD

Elequin Capital’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Elequin Capital’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
Q2 		– Sell
-1,474
Closed -$16.5K – 494
2025
Q1 		$16.5K Buy
+1,474
New +$16.6K ﹤0.01% 259

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Elequin Capital's PFD Position: Q2 2025 in Review

Elequin Capital sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2025, closing a stake of 1,474 shares — an estimated $16.5K sold.

Elequin Capital first reported a position in PFD in Q1 2025 and held it in 1 quarter. The position peaked at $16.5K in Q1 2025. 47 funds tracked by Wall St. Rank hold PFD as of Q2 2025.

  • Elequin Capital reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
  • Elequin Capital sold 1,474 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2025, an estimated $16.5K.
  • Elequin Capital first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2025 and held it in 1 quarter.
  • Elequin Capital's Flaherty & Crumrine Preferred and Income Fund position peaked at $16.5K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2025.

Based on Elequin Capital's 13F filing for Q2 2025, filed 11 Aug 2025.