HFS
PFD

Hantz Financial Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Hantz Financial Services’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 		– Sell
-295
Closed -$4K – 2575
2025
Q4 		$4K Hold
295
– – ﹤0.01% 2182
2025
Q3 		$4K Buy
+295
New +$3.41K ﹤0.01% 2068

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Hantz Financial Services's PFD Position: Q1 2026 in Review

Hantz Financial Services sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2026, closing a stake of 295 shares — an estimated $4K sold.

Hantz Financial Services first reported a position in PFD in Q3 2025 and held it in 2 quarters. The position peaked at $4K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • Hantz Financial Services reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Hantz Financial Services sold 295 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $4K.
  • Hantz Financial Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and held it in 2 quarters.
  • Hantz Financial Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $4K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.