Kestra Advisory Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Buy
18,046
+6,593
+58% +$75.7K ﹤0.01% 3076
2026
Q1
$128K Buy
+11,453
New +$134K ﹤0.01% 3003

Other funds holding PFD

Kestra Advisory Services's PFD Position: Q2 2026 in Review

Kestra Advisory Services increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 58% in Q2 2026, buying an estimated $75.7K and bringing the position to 18,046 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Kestra Advisory Services first reported a position in PFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Kestra Advisory Services held 18,046 shares of Flaherty & Crumrine Preferred and Income Fund worth $210K as of Q2 2026.
  • Kestra Advisory Services bought 6,593 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $75.7K.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3076 holding.
  • Kestra Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.