Steward Partners Investment Advisory’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Steward Partners Investment Advisory’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	$41.1K	Hold	3,530	–	–	﹤0.01%	3063
2026 Q1	$39.5K	Buy	3,530 +3,030	+606%	+$35.6K	﹤0.01%	2905
2025 Q4	$5.93K	Sell	500 -250	-33%	-$2.96K	﹤0.01%	3639
2025 Q3	$9.02K	Hold	750	–	–	﹤0.01%	3450
2025 Q2	$8.48K	Hold	750	–	–	﹤0.01%	3288
2025 Q1	$8.41K	Hold	750	–	–	﹤0.01%	3168
2024 Q4	$8.43K	Hold	750	–	–	﹤0.01%	3168
2024 Q3	$8.96K	Hold	750	–	–	﹤0.01%	2987
2024 Q2	$7.83K	Hold	750	–	–	﹤0.01%	2906
2024 Q1	$7.96K	Hold	750	–	–	﹤0.01%	2895
2023 Q4	$7.41K	Hold	750	–	–	﹤0.01%	2821
2023 Q3	$6.85K	Buy	+750	New	+$7.32K	﹤0.01%	2716
2022 Q1	–	Sell	-571	Closed	-$10K	–	3350
2021 Q4	$10K	Buy	+571	New	+$9.56K	﹤0.01%	2603

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Steward Partners Investment Advisory's PFD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q2 2026 at 3,530 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Steward Partners Investment Advisory first reported a position in PFD in Q4 2021 and has held it in 13 quarters since. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

Steward Partners Investment Advisory held 3,530 shares of Flaherty & Crumrine Preferred and Income Fund worth $41.1K as of Q2 2026.
Steward Partners Investment Advisory left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3063 holding.
Steward Partners Investment Advisory first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2021 and has held it in 13 quarters since.
51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.