NWMP
PFD

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
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 $127M AUM 5.85% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC's PFD Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 13% in Q2 2026, buying an estimated $9.21K and bringing the position to 7,157 shares worth $83.2K. The position accounts for 0.04% of the portfolio, ranked #231.

Noble Wealth Management PBC first reported a position in PFD in Q4 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Noble Wealth Management PBC held 7,157 shares of Flaherty & Crumrine Preferred and Income Fund worth $83.2K as of Q2 2026.
  • Noble Wealth Management PBC bought 802 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $9.21K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.04% of Noble Wealth Management PBC's portfolio in Q2 2026, its #231 holding.
  • Noble Wealth Management PBC first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.