Fiera Capital (Canada)’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Fiera Capital (Canada)’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 Q1	$1.92M	Sell	171,420 -8,418	-5%	-$98.8K	0.01%	275
2025 Q4	$2.13M	Buy	179,838 +80,344	+81%	+$950K	0.01%	286
2025 Q3	$1.2M	Buy	+99,494	New	+$1.15M	﹤0.01%	315
2019 Q3	–	Sell	-12,537	Closed	-$185K	–	678
2019 Q2	$185K	Buy	12,537 +975	+8%	+$13.6K	﹤0.01%	626
2019 Q1	$159K	Sell	11,562 -1,500	-11%	-$19.6K	﹤0.01%	646
2018 Q4	$151K	Buy	+13,062	New	+$160K	﹤0.01%	642

Other funds holding PFD

SIA

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Fiera Capital (Canada)'s PFD Position: Q1 2026 in Review

Fiera Capital (Canada) reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 4.7% in Q1 2026, selling an estimated $98.8K and leaving 171,420 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #275.

Fiera Capital (Canada) first reported a position in PFD in Q4 2018 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Fiera Capital (Canada) held 171,420 shares of Flaherty & Crumrine Preferred and Income Fund worth $1.92M as of Q1 2026.
Fiera Capital (Canada) sold 8,418 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $98.8K.
Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Fiera Capital (Canada)'s portfolio in Q1 2026, its #275 holding.
Fiera Capital (Canada) first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2018 and has held it in 6 quarters since.
Fiera Capital (Canada)'s Flaherty & Crumrine Preferred and Income Fund position peaked at $2.13M in Q4 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2026, filed 12 May 2026.