SA
PFD

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

SFI 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
2025
Q2 		– Sell
-20,267
Closed -$227K – 74
2025
Q1 		$227K Sell
20,267
-33,161
-62% -$374K 0.17% 62
2024
Q4 		$601K Buy
53,428
+34,355
+180% +$396K 0.42% 41
2024
Q3 		$228K Sell
19,073
-71,201
-79% -$794K 0.16% 62
2024
Q2 		$942K Buy
90,274
+831
+0.9% +$8.53K 0.73% 34
2024
Q1 		$949K Buy
89,443
+59,448
+198% +$611K 0.74% 34
2023
Q4 		$296K Sell
29,995
-18,864
-39% -$177K 0.25% 60
2023
Q3 		$446K Buy
48,859
+3,500
+8% +$34.1K 0.44% 42
2023
Q2 		$447K Buy
45,359
+7,519
+20% +$75.7K 0.42% 42
2023
Q1 		$401K Buy
37,840
+7,682
+25% +$89.9K 0.4% 42
2022
Q4 		$335K Sell
30,158
-10,763
-26% -$118K 0.36% 52
2022
Q3 		$434K Buy
40,921
+722
+2% +$8.83K 0.5% 39
2022
Q2 		$504K Buy
40,199
+6,238
+18% +$78.8K 0.56% 35
2022
Q1 		$470 Buy
+33,961
New +$514K 0.29% 39

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SFI Advisors's PFD Position: Q2 2025 in Review

SFI Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2025, closing a stake of 20,267 shares — an estimated $227K sold.

SFI Advisors first reported a position in PFD in Q1 2022 and held it in 13 quarters. The position peaked at $949K in Q1 2024. 47 funds tracked by Wall St. Rank hold PFD as of Q2 2025.

  • SFI Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
  • SFI Advisors sold 20,267 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2025, an estimated $227K.
  • SFI Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2022 and held it in 13 quarters.
  • SFI Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $949K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2025.

Based on SFI Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.