Raymond James Financial
PFD

Raymond James Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Raymond James Financial’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 		$628K Buy
56,164
+9,590
+21% +$113K ﹤0.01% 4192
2025
Q4 		$553K Buy
46,574
+10,245
+28% +$121K ﹤0.01% 4198
2025
Q3 		$437K Sell
36,329
-141,008
-80% -$1.63M ﹤0.01% 4197
2025
Q2 		$2.01M Buy
177,337
+6,569
+4% +$72.1K ﹤0.01% 3082
2025
Q1 		$1.92M Sell
170,768
-10,407
-6% -$117K ﹤0.01% 3015
2024
Q4 		$2.04M Buy
+181,175
New +$2.09M ﹤0.01% 2961

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Raymond James Financial's PFD Position: Q1 2026 in Review

Raymond James Financial increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 21% in Q1 2026, buying an estimated $113K and bringing the position to 56,164 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #4192.

Raymond James Financial first reported a position in PFD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2024. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • Raymond James Financial held 56,164 shares of Flaherty & Crumrine Preferred and Income Fund worth $628K as of Q1 2026.
  • Raymond James Financial bought 9,590 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $113K.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4192 holding.
  • Raymond James Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $2.04M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.