Pathstone Holdings
PFD

Pathstone Holdings’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-32,487
Closed -$390K – 2342
2025
Q3 		$390K Buy
+32,487
New +$376K ﹤0.01% 1895

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Pathstone Holdings's PFD Position: Q4 2025 in Review

Pathstone Holdings sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2025, closing a stake of 32,487 shares — an estimated $390K sold.

Pathstone Holdings first reported a position in PFD in Q3 2025 and held it in 1 quarter. The position peaked at $390K in Q3 2025. 49 funds tracked by Wall St. Rank hold PFD as of Q4 2025.

  • Pathstone Holdings reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 32,487 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2025, an estimated $390K.
  • Pathstone Holdings first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and held it in 1 quarter.
  • Pathstone Holdings's Flaherty & Crumrine Preferred and Income Fund position peaked at $390K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.