IA
PFD

IFP Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

IFP Advisors’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
-1,000
Closed -$11.9K – 5122
2025
Q4 		$11.9K Sell
1,000
-9,433
-90% -$112K ﹤0.01% 2968
2025
Q3 		$125K Sell
10,433
-851
-8% -$9.84K ﹤0.01% 1541
2025
Q2 		$128K Sell
11,284
-2,139
-16% -$23.5K ﹤0.01% 1506
2025
Q1 		$151K Sell
13,423
-5,303
-28% -$59.8K ﹤0.01% 1306
2024
Q4 		$210K Buy
18,726
+234
+1% +$2.7K 0.01% 1109
2024
Q3 		$221K Buy
18,492
+688
+4% +$7.67K 0.01% 1040
2024
Q2 		$186K Sell
17,804
-233
-1% -$2.39K 0.01% 1081
2024
Q1 		$191K Buy
+18,037
New +$185K 0.01% 1019
2023
Q2 		– Sell
-2,000
Closed -$27K – 3542
2023
Q1 		$27K Buy
+2,000
New +$23.4K ﹤0.01% 1888
2018
Q3 		– Sell
-100
Closed -$1K – 3966
2018
Q2 		$1K Sell
100
-393
-80% -$5.3K ﹤0.01% 3755
2018
Q1 		$7K Hold
493
– – ﹤0.01% 3011
2017
Q4 		$7K Sell
493
-400
-45% -$6.13K ﹤0.01% 3057
2017
Q3 		$14K Hold
893
– – ﹤0.01% 2836
2017
Q2 		$14K Hold
893
– – ﹤0.01% 2810
2017
Q1 		$13K Hold
893
– – ﹤0.01% 2777
2016
Q4 		$13K Buy
893
+400
+81% +$5.57K ﹤0.01% 2759
2016
Q3 		$7K Hold
493
– – ﹤0.01% 3066
2016
Q2 		$8K Buy
+493
New +$7.33K ﹤0.01% 2880
2016
Q1 		– Sell
-2,000
Closed -$26K – 3115
2015
Q4 		$26K Buy
+2,000
New +$26.1K ﹤0.01% 2015

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

IFP Advisors's PFD Position: Q1 2026 in Review

IFP Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2026, closing a stake of 1,000 shares — an estimated $11.9K sold.

IFP Advisors first reported a position in PFD in Q4 2015 and held it in 19 quarters. The position peaked at $221K in Q3 2024. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • IFP Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 1,000 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $11.9K.
  • IFP Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $221K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.