MOS
PFD

MGO One Seven’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

MGO One Seven’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
Q1 		$1.61M Sell
143,682
-19,954
-12% -$234K 0.03% 515
2025
Q4 		$1.94M Sell
163,636
-4,656
-3% -$55.1K 0.04% 449
2025
Q3 		$2.02M Buy
+168,292
New +$1.95M 0.05% 401

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MGO One Seven's PFD Position: Q1 2026 in Review

MGO One Seven reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 12% in Q1 2026, selling an estimated $234K and leaving 143,682 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #515.

MGO One Seven first reported a position in PFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q3 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • MGO One Seven held 143,682 shares of Flaherty & Crumrine Preferred and Income Fund worth $1.61M as of Q1 2026.
  • MGO One Seven sold 19,954 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $234K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.03% of MGO One Seven's portfolio in Q1 2026, its #515 holding.
  • MGO One Seven first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and has held it in 3 quarters since.
  • MGO One Seven's Flaherty & Crumrine Preferred and Income Fund position peaked at $2.02M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.