WS
PFD

Wedbush Securities’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Wedbush Securities’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 		$195K Sell
16,800
-700
-4% -$8.04K 0.01% 1227
2026
Q1 		$196K Sell
17,500
-1,000
-5% -$11.7K 0.01% 1145
2025
Q4 		$220K Hold
18,500
– – 0.01% 1056
2025
Q3 		$222K Hold
18,500
– – 0.01% 1015
2025
Q2 		$209K Sell
18,500
-2,000
-10% -$22K 0.01% 1036
2025
Q1 		$230K Hold
20,500
– – 0.01% 940
2024
Q4 		$230K Sell
20,500
-449
-2% -$5.18K 0.01% 961
2024
Q3 		$250K Buy
20,949
+5,500
+36% +$61.3K 0.01% 895
2024
Q2 		$161K Sell
15,449
-1,576
-9% -$16.2K 0.01% 1104
2024
Q1 		$181K Buy
17,025
+368
+2% +$3.78K 0.01% 1123
2023
Q4 		$165K Buy
16,657
+20
+0.1% +$188 0.01% 988
2023
Q3 		$152K Sell
16,637
-3,878
-19% -$37.8K 0.01% 958
2023
Q2 		$202K Sell
20,515
-1,004
-5% -$10.1K 0.01% 930
2023
Q1 		$228K Buy
21,519
+1,955
+10% +$22.9K 0.01% 883
2022
Q4 		$217K Sell
19,564
-2,911
-13% -$31.9K 0.01% 872
2022
Q3 		$238K Buy
22,475
+3,207
+17% +$39.2K 0.01% 817
2022
Q2 		$242K Buy
19,268
+3
+0% +$38 0.01% 838
2022
Q1 		$267K Hold
19,265
– – 0.01% 849
2021
Q4 		$337K Sell
19,265
-1,246
-6% -$20.9K 0.01% 823
2021
Q3 		$323K Sell
20,511
-700
-3% -$11.4K 0.02% 835
2021
Q2 		$354K Hold
21,211
– – 0.02% 785
2021
Q1 		$376K Sell
21,211
-400
-2% -$7.35K 0.02% 693
2020
Q4 		$410K Sell
21,611
-3,300
-13% -$59.9K 0.04% 529
2020
Q3 		$411K Sell
24,911
-3,900
-14% -$60.7K 0.04% 489
2020
Q2 		$418K Buy
28,811
+17
+0.1% +$239 0.04% 486
2020
Q1 		$348K Buy
28,794
+1,376
+5% +$20.3K 0.04% 478
2019
Q4 		$427K Buy
27,418
+24
+0.1% +$374 0.04% 528
2019
Q3 		$409K Buy
27,394
+14,424
+111% +$217K 0.04% 519
2019
Q2 		$191K Buy
+12,970
New +$181K 0.02% 838

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Wedbush Securities's PFD Position: Q2 2026 in Review

Wedbush Securities reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 4% in Q2 2026, selling an estimated $8.04K and leaving 16,800 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #1227.

Wedbush Securities first reported a position in PFD in Q2 2019 and has held it in 29 quarters since. The position peaked at $427K in Q4 2019. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Wedbush Securities held 16,800 shares of Flaherty & Crumrine Preferred and Income Fund worth $195K as of Q2 2026.
  • Wedbush Securities sold 700 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $8.04K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1227 holding.
  • Wedbush Securities first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2019 and has held it in 29 quarters since.
  • Wedbush Securities's Flaherty & Crumrine Preferred and Income Fund position peaked at $427K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.