Pathway Financial Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Pathway Financial 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	$544K	Sell	46,996 -1,200	-2%	-$13.8K	0.06%	92
2026 Q1	$542K	Hold	48,196	–	–	0.07%	86
2025 Q4	$579K	Hold	48,196	–	–	0.07%	86
2025 Q3	$579K	Hold	48,196	–	–	0.08%	85
2025 Q2	$545K	Buy	48,196 +18,750	+64%	+$206K	0.08%	83
2025 Q1	$330K	Buy	29,446 +12,819	+77%	+$145K	0.06%	123
2024 Q4	$187K	Sell	16,627 -293	-2%	-$3.38K	0.04%	161
2024 Q3	$202K	Sell	16,920 -6,823	-29%	-$76K	0.05%	159
2024 Q2	$248K	Buy	+23,743	New	+$244K	0.07%	140

Other funds holding PFD

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Pathway Financial Advisors's PFD Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 2.5% in Q2 2026, selling an estimated $13.8K and leaving 46,996 shares worth $544K. The position accounts for 0.06% of the portfolio, ranked #92.

Pathway Financial Advisors first reported a position in PFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $579K in Q3 2025. 9 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Pathway Financial Advisors held 46,996 shares of Flaherty & Crumrine Preferred and Income Fund worth $544K as of Q2 2026.
Pathway Financial Advisors sold 1,200 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $13.8K.
Flaherty & Crumrine Preferred and Income Fund made up 0.06% of Pathway Financial Advisors's portfolio in Q2 2026, its #92 holding.
Pathway Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2024 and has held it in 9 quarters since.
Pathway Financial Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $579K in Q3 2025.
9 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.