HWP
PFD

Highline Wealth Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Highline Wealth Partners’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 		$2.91K Hold
250
– – ﹤0.01% 1063
2026
Q1 		$2.79K Buy
+250
New +$2.93K ﹤0.01% 946

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners's PFD Position: Q2 2026 in Review

Highline Wealth Partners held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 250 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Highline Wealth Partners first reported a position in PFD in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Highline Wealth Partners held 250 shares of Flaherty & Crumrine Preferred and Income Fund worth $2.91K as of Q2 2026.
  • Highline Wealth Partners 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 Highline Wealth Partners's portfolio in Q2 2026, its #1063 holding.
  • Highline Wealth Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.