Noble Wealth Management PBC’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Noble Wealth Management PBC’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	$102K	Buy	9,430 +2,273	+32%	+$25.7K	0.05%	211
2026 Q2	$83.2K	Buy	7,157 +802	+13%	+$9.21K	0.04%	231
2026 Q1	$71K	Buy	6,355 +950	+18%	+$11.1K	0.04%	230
2025 Q4	$64.2K	Hold	5,405	–	–	0.03%	240
2025 Q3	$65K	Buy	+5,405	New	+$62.5K	0.03%	221
2025 Q1	$48K	Buy	4,280 +1,500	+54%	+$16.9K	0.03%	216
2024 Q4	$31.2K	Buy	+2,780	New	+$32.1K	0.02%	235

Other funds holding PFD

SAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Noble Wealth Management PBC's PFD Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 32% in Q3 2026, buying an estimated $25.7K and bringing the position to 9,430 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #211.

Noble Wealth Management PBC first reported a position in PFD in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold PFD as of Q3 2026.

Noble Wealth Management PBC held 9,430 shares of Flaherty & Crumrine Preferred and Income Fund worth $102K as of Q3 2026.
Noble Wealth Management PBC bought 2,273 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2026, an estimated $25.7K.
Flaherty & Crumrine Preferred and Income Fund made up 0.05% of Noble Wealth Management PBC's portfolio in Q3 2026, its #211 holding.
Noble Wealth Management PBC first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.