SIS
PFD

Sound Income Strategies’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Sound Income Strategies’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 		– Sell
-6,185
Closed -$70K – 1842
2026
Q1 		$70K Sell
6,185
-385
-6% -$4.52K ﹤0.01% 717
2025
Q4 		$77.7K Buy
6,570
+35
+0.5% +$414 ﹤0.01% 656
2025
Q3 		$77.5K Buy
6,535
+32
+0.5% +$370 ﹤0.01% 460
2025
Q2 		$73.6K Buy
6,503
+31
+0.5% +$340 ﹤0.01% 447
2025
Q1 		$72.6K Buy
+6,472
New +$73K ﹤0.01% 442

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Sound Income Strategies's PFD Position: Q2 2026 in Review

Sound Income Strategies sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2026, closing a stake of 6,185 shares — an estimated $70K sold.

Sound Income Strategies first reported a position in PFD in Q1 2025 and held it in 5 quarters. The position peaked at $77.7K in Q4 2025. 39 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Sound Income Strategies reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 6,185 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $70K.
  • Sound Income Strategies first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's Flaherty & Crumrine Preferred and Income Fund position peaked at $77.7K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.