Signature Wealth Management Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Signature Wealth Management Partners’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	$160K	Hold	14,351	–	–	0.08%	113
2025 Q4	$170K	Hold	14,351	–	–	0.08%	118
2025 Q3	$172K	Hold	14,351	–	–	0.09%	111
2025 Q2	$162K	Buy	+14,351	New	+$158K	0.09%	108
2023 Q2	–	Sell	-14,351	Closed	-$152K	–	109
2023 Q1	$152K	Hold	14,351	–	–	0.14%	98
2022 Q4	$159K	Hold	14,351	–	–	0.16%	93
2022 Q3	$152K	Hold	14,351	–	–	0.17%	90
2022 Q2	$180K	Hold	14,351	–	–	0.18%	97
2022 Q1	$199K	Hold	14,351	–	–	0.17%	107
2021 Q4	$251K	Hold	14,351	–	–	0.21%	94
2021 Q3	$226K	Hold	14,351	–	–	0.2%	98
2021 Q2	$240K	Hold	14,351	–	–	0.22%	92
2021 Q1	$254K	Buy	+14,351	New	+$264K	0.24%	85

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

Signature Wealth Management Partners's PFD Position: Q1 2026 in Review

Signature Wealth Management Partners held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q1 2026 at 14,351 shares worth $160K. The position accounts for 0.08% of the portfolio, ranked #113.

Signature Wealth Management Partners first reported a position in PFD in Q1 2021 and has held it in 13 quarters since. The position peaked at $254K in Q1 2021. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Signature Wealth Management Partners held 14,351 shares of Flaherty & Crumrine Preferred and Income Fund worth $160K as of Q1 2026.
Signature Wealth Management Partners left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Preferred and Income Fund made up 0.08% of Signature Wealth Management Partners's portfolio in Q1 2026, its #113 holding.
Signature Wealth Management Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2021 and has held it in 13 quarters since.
Signature Wealth Management Partners's Flaherty & Crumrine Preferred and Income Fund position peaked at $254K in Q1 2021.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.