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 Q3	–	Sell	-15,305	Closed	-$178K	–	237
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

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Signature Wealth Management Partners Montvale, New Jersey $234M AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LongView Wealth Management's PFD Position: Q3 2026 in Review

LongView Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2026, closing a stake of 15,305 shares — an estimated $178K sold.

LongView Wealth Management first reported a position in PFD in Q4 2023 and held it in 11 quarters. The position peaked at $297K in Q4 2023. 13 funds tracked by Wall St. Rank hold PFD as of Q3 2026.

LongView Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2026 after selling out during the quarter.
LongView Wealth Management sold 15,305 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2026, an estimated $178K.
LongView Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2023 and held it in 11 quarters.
LongView Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $297K in Q4 2023.
13 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.