Pinnacle Wealth Planning Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Pinnacle Wealth Planning Services’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	–	Sell	-3,000	Closed	-$35.6K	–	2830
2025 Q4	$35.6K	Buy	+3,000	New	+$35.5K	﹤0.01%	1417
2023 Q3	–	Sell	-15,500	Closed	-$153K	–	478
2023 Q2	$153K	Hold	15,500	–	–	0.02%	401
2023 Q1	$164K	Sell	15,500 -12,500	-45%	-$146K	0.03%	412
2022 Q4	$311K	Hold	28,000	–	–	0.06%	257
2022 Q3	$297K	Hold	28,000	–	–	0.05%	239
2022 Q2	$351K	Hold	28,000	–	–	0.06%	212
2022 Q1	$388K	Hold	28,000	–	–	0.07%	214
2021 Q4	$490K	Hold	28,000	–	–	0.1%	158
2021 Q3	$441K	Hold	28,000	–	–	0.1%	161
2021 Q2	$468K	Buy	28,000 +5,000	+22%	+$87.8K	0.11%	148
2021 Q1	$408K	Buy	23,000 +5,000	+28%	+$91.9K	0.1%	162
2020 Q4	$341K	Hold	18,000	–	–	0.08%	171
2020 Q3	$297K	Buy	18,000 +5,000	+38%	+$77.9K	0.1%	170
2020 Q2	$189K	Buy	+13,000	New	+$183K	0.06%	230

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's PFD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2026, closing a stake of 3,000 shares — an estimated $35.6K sold.

Pinnacle Wealth Planning Services first reported a position in PFD in Q2 2020 and held it in 14 quarters. The position peaked at $490K in Q4 2021. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3,000 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $35.6K.
Pinnacle Wealth Planning Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2020 and held it in 14 quarters.
Pinnacle Wealth Planning Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $490K in Q4 2021.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.