LPL Financial’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
Q1 | $1.23M | Buy |
109,892
+20,312
| +23% | +$238K | ﹤0.01% | 3989 |
|
|
2025
Q4 | $1.06M | Buy |
89,580
+22,173
| +33% | +$262K | ﹤0.01% | 4017 |
|
|
2025
Q3 | $810K | Buy |
67,407
+25,601
| +61% | +$296K | ﹤0.01% | 4203 |
|
|
2025
Q2 | $473K | Sell |
41,806
-3,135
| -7% | -$34.4K | ﹤0.01% | 4431 |
|
|
2025
Q1 | $504K | Buy |
44,941
+6,458
| +17% | +$72.8K | ﹤0.01% | 4167 |
|
|
2024
Q4 | $433K | Sell |
38,483
-1,952
| -5% | -$22.5K | ﹤0.01% | 4220 |
|
|
2024
Q3 | $483K | Buy |
40,435
+2,474
| +7% | +$27.6K | ﹤0.01% | 4021 |
|
|
2024
Q2 | $396K | Buy |
37,961
+212
| +0.6% | +$2.18K | ﹤0.01% | 4056 |
|
|
2024
Q1 | $401K | Sell |
37,749
-1,688
| -4% | -$17.3K | ﹤0.01% | 3968 |
|
|
2023
Q4 | $390K | Sell |
39,437
-4,042
| -9% | -$38K | ﹤0.01% | 3867 |
|
|
2023
Q3 | $397K | Sell |
43,479
-1,352
| -3% | -$13.2K | ﹤0.01% | 3668 |
|
|
2023
Q2 | $442K | Buy |
44,831
+1,057
| +2% | +$10.6K | ﹤0.01% | 3541 |
|
|
2023
Q1 | $464K | Sell |
43,774
-2,730
| -6% | -$31.9K | ﹤0.01% | 3398 |
|
|
2022
Q4 | $517K | Buy |
46,504
+8,446
| +22% | +$92.6K | ﹤0.01% | 3219 |
|
|
2022
Q3 | $404K | Buy |
38,058
+1,512
| +4% | +$18.5K | ﹤0.01% | 3342 |
|
|
2022
Q2 | $459K | Sell |
36,546
-13,200
| -27% | -$167K | ﹤0.01% | 3287 |
|
|
2022
Q1 | $689K | Buy |
49,746
+6,185
| +14% | +$93.7K | ﹤0.01% | 2927 |
|
|
2021
Q4 | $762K | Buy |
43,561
+6,927
| +19% | +$116K | ﹤0.01% | 2897 |
|
|
2021
Q3 | $577K | Sell |
36,634
-4,148
| -10% | -$67.8K | ﹤0.01% | 3087 |
|
|
2021
Q2 | $681K | Sell |
40,782
-515
| -1% | -$9.04K | ﹤0.01% | 2886 |
|
|
2021
Q1 | $732K | Buy |
41,297
+8
| +0% | +$147 | ﹤0.01% | 2688 |
|
|
2020
Q4 | $782K | Sell |
41,289
-6,262
| -13% | -$114K | ﹤0.01% | 2388 |
|
|
2020
Q3 | $785K | Buy |
47,551
+18,322
| +63% | +$285K | ﹤0.01% | 2121 |
|
|
2020
Q2 | $424K | Buy |
29,229
+1,075
| +4% | +$15.1K | ﹤0.01% | 2543 |
|
|
2020
Q1 | $340K | Sell |
28,154
-865
| -3% | -$12.8K | ﹤0.01% | 2392 |
|
|
2019
Q4 | $452K | Buy |
29,019
+41
| +0.1% | +$638 | ﹤0.01% | 2467 |
|
|
2019
Q3 | $433K | Buy |
28,978
+60
| +0.2% | +$901 | ﹤0.01% | 2375 |
|
|
2019
Q2 | $426K | Buy |
28,918
+1,289
| +5% | +$18K | ﹤0.01% | 2395 |
|
|
2019
Q1 | $380K | Sell |
27,629
-670
| -2% | -$8.75K | ﹤0.01% | 2444 |
|
|
2018
Q4 | $327K | Sell |
28,299
-12,460
| -31% | -$152K | ﹤0.01% | 2399 |
|
|
2018
Q3 | $529K | Buy |
40,759
+4,000
| +11% | +$55.1K | ﹤0.01% | 2185 |
|
|
2018
Q2 | $498K | Sell |
36,759
-3,569
| -9% | -$48.1K | ﹤0.01% | 2194 |
|
|
2018
Q1 | $548K | Sell |
40,328
-1,938
| -5% | -$27.1K | ﹤0.01% | 2055 |
|
|
2017
Q4 | $633K | Sell |
42,266
-2
| -0% | -$31 | ﹤0.01% | 1855 |
|
|
2017
Q3 | $640K | Buy |
42,268
+14,826
| +54% | +$223K | ﹤0.01% | 1758 |
|
|
2017
Q2 | $432K | Sell |
27,442
-28,284
| -51% | -$434K | ﹤0.01% | 1985 |
|
|
2017
Q1 | $849K | Buy |
55,726
+1,544
| +3% | +$22.3K | 0.01% | 1377 |
|
|
2016
Q4 | $769K | Sell |
54,182
-42,121
| -44% | -$587K | 0.01% | 1392 |
|
|
2016
Q3 | $1.44M | Buy |
96,303
+7,976
| +9% | +$125K | 0.01% | 944 |
|
|
2016
Q2 | $1.39M | Sell |
88,327
-50,332
| -36% | -$748K | 0.01% | 959 |
|
|
2016
Q1 | $1.95M | Buy |
138,659
+45,150
| +48% | +$600K | 0.01% | 1219 |
|
|
2015
Q4 | $1.23M | Buy |
93,509
+37,829
| +68% | +$493K | ﹤0.01% | 1514 |
|
|
2015
Q3 | $712K | Sell |
55,680
-20,035
| -26% | -$262K | ﹤0.01% | 1506 |
|
|
2015
Q2 | $1.04M | Sell |
75,715
-2,837
| -4% | -$42.7K | 0.01% | 1335 |
|
|
2015
Q1 | $1.2M | Buy |
78,552
+5,556
| +8% | +$83.8K | 0.01% | 1229 |
|
|
2014
Q4 | $1.03M | Buy |
72,996
+7,103
| +11% | +$101K | 0.01% | 1283 |
|
|
2014
Q3 | $909K | Buy |
65,893
+15,073
| +30% | +$211K | 0.01% | 1339 |
|
|
2014
Q2 | $742K | Buy |
50,820
+2,375
| +5% | +$34.4K | ﹤0.01% | 1534 |
|
|
2014
Q1 | $672K | Buy |
48,445
+15,614
| +48% | +$203K | ﹤0.01% | 1521 |
|
|
2013
Q4 | $403K | Sell |
32,831
-3,260
| -9% | -$40.8K | ﹤0.01% | 1882 |
|
|
2013
Q3 | $454K | Sell |
36,091
-15,739
| -30% | -$202K | ﹤0.01% | 1723 |
|
|
2013
Q2 | $729K | Buy |
+51,830
| New | +$770K | 0.01% | 1314 |
|
Other funds holding PFD
SIA
CBU
MOS
UB
LPL Financial's PFD Position: Q1 2026 in Review
LPL Financial increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 23% in Q1 2026, buying an estimated $238K and bringing the position to 109,892 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3989.
LPL Financial first reported a position in PFD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q1 2016. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.
- LPL Financial held 109,892 shares of Flaherty & Crumrine Preferred and Income Fund worth $1.23M as of Q1 2026.
- LPL Financial bought 20,312 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $238K.
- Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3989 holding.
- LPL Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $1.95M in Q1 2016.
- 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.