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

Mercer Global 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 Q2	$23.3K	Buy	+2,000	New	+$23K	﹤0.01%	4746

Other funds holding PFD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Mercer Global Advisors's PFD Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026: 2,000 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #4746 among its holdings.

46 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Mercer Global Advisors held 2,000 shares of Flaherty & Crumrine Preferred and Income Fund worth $23.3K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Fund was a new Mercer Global Advisors position in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4746 holding.
46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.