FFA
PFD

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

Farther Finance 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 		$45.4K Hold
3,900
– – ﹤0.01% 3313
2026
Q1 		$44.1K Hold
3,900
– – ﹤0.01% 3079
2025
Q4 		$46.3K Hold
3,900
– – ﹤0.01% 2880
2025
Q3 		$46.9K Buy
+3,900
New +$45.1K ﹤0.01% 2476

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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PFD Position: Q2 2026 in Review

Farther Finance Advisors held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 3,900 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Farther Finance Advisors first reported a position in PFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.9K in Q3 2025. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Farther Finance Advisors held 3,900 shares of Flaherty & Crumrine Preferred and Income Fund worth $45.4K as of Q2 2026.
  • Farther Finance Advisors left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3313 holding.
  • Farther Finance Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $46.9K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.