Sit Investment Associates’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Sit Investment Associates’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	$14.8M	Buy	1,320,217 +143,861	+12%	+$1.69M	0.3%	76
2025 Q4	$14M	Buy	1,176,356 +91,962	+8%	+$1.09M	0.27%	91
2025 Q3	$13M	Buy	1,084,394 +516,162	+91%	+$5.97M	0.26%	90
2025 Q2	$6.43M	Buy	568,232 +148,221	+35%	+$1.63M	0.14%	167
2025 Q1	$4.71M	Buy	420,011 +65,113	+18%	+$734K	0.11%	197
2024 Q4	$3.99M	Buy	354,898 +37,822	+12%	+$436K	0.09%	238
2024 Q3	$3.79M	Sell	317,076 -41,606	-12%	-$464K	0.08%	235
2024 Q2	$3.75M	Buy	358,682 +67,515	+23%	+$693K	0.09%	225
2024 Q1	$3.09M	Buy	291,167 +206,978	+246%	+$2.13M	0.07%	262
2023 Q4	$832K	Buy	84,189 +76,567	+1,005%	+$720K	0.02%	369
2023 Q3	$70K	Hold	7,622	–	–	﹤0.01%	498
2023 Q2	$75K	Hold	7,622	–	–	﹤0.01%	508
2023 Q1	$81K	Buy	+7,622	New	+$89.2K	﹤0.01%	499
2014 Q2	–	Sell	-2,619	Closed	-$36K	–	452
2014 Q1	$36K	Buy	+2,619	New	+$34K	﹤0.01%	446

Other funds holding PFD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sit Investment Associates's PFD Position: Q1 2026 in Review

Sit Investment Associates increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 12% in Q1 2026, buying an estimated $1.69M and bringing the position to 1,320,217 shares worth $14.8M. The position accounts for 0.3% of the portfolio, ranked #76.

Sit Investment Associates first reported a position in PFD in Q1 2014 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Sit Investment Associates held 1,320,217 shares of Flaherty & Crumrine Preferred and Income Fund worth $14.8M as of Q1 2026.
Sit Investment Associates bought 143,861 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $1.69M.
Flaherty & Crumrine Preferred and Income Fund made up 0.3% of Sit Investment Associates's portfolio in Q1 2026, its #76 holding.
Sit Investment Associates first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2014 and has held it in 14 quarters since.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.