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
Q2 		$685K Buy
58,868
+2,704
+5% +$31.1K ﹤0.01% 4274
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 $5.28B AUM 14.42% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 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 $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Raymond James Financial's PFD Position: Q2 2026 in Review

Raymond James Financial increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 4.8% in Q2 2026, buying an estimated $31.1K and bringing the position to 58,868 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Raymond James Financial first reported a position in PFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2024. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Raymond James Financial held 58,868 shares of Flaherty & Crumrine Preferred and Income Fund worth $685K as of Q2 2026.
  • Raymond James Financial bought 2,704 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $31.1K.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4274 holding.
  • Raymond James Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $2.04M in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.