MFA
PFD

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

McClarren Financial 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
2025
Q1 		– Sell
-3,510
Closed -$39K – 343
2024
Q4 		$39K Buy
+3,510
New +$40.5K 0.11% 95
2024
Q3 		– Sell
-20
Closed -$75K – 323
2024
Q2 		$75K Sell
20
-7,095
-100% -$72.8K 0.05% 120
2024
Q1 		$76K Sell
7,115
-2,512
-26% -$25.8K 0.05% 115
2023
Q4 		$95K Buy
9,627
+170
+2% +$1.6K 0.07% 116
2023
Q3 		$86K Buy
9,457
+107
+1% +$1.04K 0.08% 112
2023
Q2 		$92K Buy
9,350
+158
+2% +$1.59K 0.08% 111
2023
Q1 		$97K Buy
9,192
+138
+2% +$1.61K 0.09% 99
2022
Q4 		$100K Buy
9,054
+156
+2% +$1.71K 0.1% 106
2022
Q3 		$94K Buy
+8,898
New +$109K 0.09% 91
2022
Q2 		– Sell
-8,573
Closed -$118K – 196
2022
Q1 		$118K Buy
8,573
+138
+2% +$2.09K 0.09% 78
2021
Q4 		$148K Buy
8,435
+136
+2% +$2.28K 0.1% 80
2021
Q3 		$130K Buy
8,299
+132
+2% +$2.16K 0.1% 71
2021
Q2 		$136K Buy
8,167
+123
+2% +$2.16K 0.11% 67
2021
Q1 		$143K Buy
+8,044
New +$148K 0.13% 65

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McClarren Financial Advisors's PFD Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2025, closing a stake of 3,510 shares — an estimated $39K sold.

McClarren Financial Advisors first reported a position in PFD in Q1 2021 and held it in 14 quarters. The position peaked at $148K in Q4 2021. 48 funds tracked by Wall St. Rank hold PFD as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 3,510 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2025, an estimated $39K.
  • McClarren Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2021 and held it in 14 quarters.
  • McClarren Financial Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $148K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.