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

Lido 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	-66,880	Closed	-$804K	–	2086
2025 Q4	$804K	Hold	66,880	–	–	﹤0.01%	1104
2025 Q3	$804K	Buy	66,880 +1,069	+2%	+$12.4K	﹤0.01%	1047
2025 Q2	$744K	Buy	65,811 +1,087	+2%	+$11.9K	﹤0.01%	962
2025 Q1	$726K	Sell	64,724 -6,090	-9%	-$68.7K	﹤0.01%	899
2024 Q4	$796K	Buy	+70,814	New	+$817K	﹤0.01%	845
2016 Q2	–	Sell	-18,000	Closed	-$255K	–	177
2016 Q1	$255K	Buy	+18,000	New	+$239K	0.09%	116

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Lido Advisors's PFD Position: Q1 2026 in Review

Lido Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2026, closing a stake of 66,880 shares — an estimated $804K sold.

Lido Advisors first reported a position in PFD in Q1 2016 and held it in 6 quarters. The position peaked at $804K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Lido Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 66,880 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $804K.
Lido Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2016 and held it in 6 quarters.
Lido Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $804K in Q4 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.