Jeff Yass’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Jeff Yass’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	–	Sell	-15,568	Closed	-$174K	–	14252
2026 Q1	$174K	Buy	+15,568	New	+$183K	﹤0.01%	11841
2025 Q2	–	Sell	-12,539	Closed	-$141K	–	13466
2025 Q1	$141K	Buy	12,539 +1,560	+14%	+$17.6K	﹤0.01%	11279
2024 Q4	$123K	Sell	10,979 -5,541	-34%	-$63.9K	﹤0.01%	11172
2024 Q3	$197K	Buy	+16,520	New	+$184K	﹤0.01%	10484
2023 Q4	–	Sell	-11,094	Closed	-$101K	–	13062
2023 Q3	$101K	Buy	+11,094	New	+$108K	﹤0.01%	10909
2023 Q2	–	Sell	-10,646	Closed	-$113K	–	12858
2023 Q1	$113K	Sell	10,646 -2,424	-19%	-$28.4K	﹤0.01%	11190
2022 Q4	$145K	Buy	13,070 +1,680	+15%	+$18.4K	﹤0.01%	10537
2022 Q3	$121K	Buy	+11,390	New	+$139K	﹤0.01%	11508
2018 Q2	–	Sell	-12,734	Closed	-$173K	–	10185
2018 Q1	$173K	Buy	+12,734	New	+$178K	﹤0.01%	8434

Other funds holding PFD

SIA

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

CBU

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 23.56% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

Jeff Yass's PFD Position: Q2 2026 in Review

Jeff Yass sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026, closing a stake of 15,568 shares — an estimated $174K sold.

Jeff Yass first reported a position in PFD in Q1 2018 and held it in 9 quarters. The position peaked at $197K in Q3 2024. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Jeff Yass reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 15,568 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $174K.
Jeff Yass first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2018 and held it in 9 quarters.
Jeff Yass's Flaherty & Crumrine Preferred and Income Fund position peaked at $197K in Q3 2024.
51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.