LWM
PFD

LongView Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

LongView Wealth Management’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 		$178K Sell
15,305
-2,365
-13% -$27.2K 0.05% 227
2026
Q1 		$203K Sell
17,670
-2,780
-14% -$32.6K 0.05% 244
2025
Q4 		$243K Hold
20,450
– – 0.06% 230
2025
Q3 		$246K Sell
20,450
-2,330
-10% -$26.9K 0.07% 205
2025
Q2 		$258K Hold
22,780
– – 0.08% 184
2025
Q1 		$256K Hold
22,780
– – 0.08% 181
2024
Q4 		$256K Hold
22,780
– – 0.08% 178
2024
Q3 		$272K Sell
22,780
-2,652
-10% -$29.6K 0.09% 171
2024
Q2 		$266K Sell
25,432
-2,236
-8% -$23K 0.1% 160
2024
Q1 		$294K Sell
27,668
-1,729
-6% -$17.8K 0.12% 145
2023
Q4 		$297K Buy
+29,397
New +$276K 0.13% 138

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
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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LongView Wealth Management's PFD Position: Q2 2026 in Review

LongView Wealth Management reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 13% in Q2 2026, selling an estimated $27.2K and leaving 15,305 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #227.

LongView Wealth Management first reported a position in PFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $297K in Q4 2023. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • LongView Wealth Management held 15,305 shares of Flaherty & Crumrine Preferred and Income Fund worth $178K as of Q2 2026.
  • LongView Wealth Management sold 2,365 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $27.2K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.05% of LongView Wealth Management's portfolio in Q2 2026, its #227 holding.
  • LongView Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $297K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.