BFC Planning, Inc.’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

BFC Planning, Inc.’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	$81.4K	Buy	+7,000	New	+$80.4K	﹤0.01%	1319

Other funds holding PFD

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

BFC Planning, Inc.'s PFD Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026: 7,000 shares worth $81.4K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

52 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

BFC Planning, Inc. held 7,000 shares of Flaherty & Crumrine Preferred and Income Fund worth $81.4K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Fund was a new BFC Planning, Inc. position in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1319 holding.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.