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 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 $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

Steward Partners Investment Advisory's PFD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 606% in Q1 2026, buying an estimated $35.6K and bringing the position to 3,530 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Steward Partners Investment Advisory first reported a position in PFD in Q4 2021 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

Steward Partners Investment Advisory held 3,530 shares of Flaherty & Crumrine Preferred and Income Fund worth $39.5K as of Q1 2026.
Steward Partners Investment Advisory bought 3,030 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2026, an estimated $35.6K.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2905 holding.
Steward Partners Investment Advisory first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2021 and has held it in 12 quarters since.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.