Fidelity Investments’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Fidelity Investments’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	-1,709	Closed	-$19.2K	–	5453
2025 Q1	$19.2K	Buy	+1,709	New	+$19.3K	﹤0.01%	4237
2023 Q4	–	Sell	-1	Closed	-$9	–	5595
2023 Q3	$9	Buy	+1	New	+$10	﹤0.01%	5186
2022 Q2	–	Sell	-1	Closed	–	–	5348
2022 Q1	$0	Buy	+1	New	+$15	﹤0.01%	5354
2021 Q1	–	Sell	-1	Closed	–	–	4399
2020 Q4	$0	Buy	+1	New	+$18	﹤0.01%	4183
2019 Q3	–	Sell	-2	Closed	–	–	4121
2019 Q2	$0	Buy	+2	New	+$28	﹤0.01%	4063

Other funds holding PFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Fidelity Investments's PFD Position: Q2 2025 in Review

Fidelity Investments sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2025, closing a stake of 1,709 shares — an estimated $19.2K sold.

Fidelity Investments first reported a position in PFD in Q2 2019 and held it in 5 quarters. The position peaked at $19.2K in Q1 2025. 47 funds tracked by Wall St. Rank hold PFD as of Q2 2025.

Fidelity Investments reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 1,709 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2025, an estimated $19.2K.
Fidelity Investments first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2019 and held it in 5 quarters.
Fidelity Investments's Flaherty & Crumrine Preferred and Income Fund position peaked at $19.2K in Q1 2025.
47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.