WA
PFD

Whipplewood Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Whipplewood Advisors’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 		$17.4K Sell
1,498
-2,143
-59% -$24.6K 0.01% 205
2026
Q1 		$40.7K Buy
3,641
+1
+0% +$12 0.02% 293
2025
Q4 		$43.2K Sell
3,640
-92
-2% -$1.09K 0.03% 209
2025
Q3 		$44.9K Sell
3,732
-88
-2% -$1.02K 0.03% 203
2025
Q2 		$43.2K Buy
+3,820
New +$42K 0.02% 339

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

Whipplewood Advisors's PFD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 59% in Q2 2026, selling an estimated $24.6K and leaving 1,498 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #205.

Whipplewood Advisors first reported a position in PFD in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.9K in Q3 2025. 51 funds tracked by Wall St. Rank hold PFD as of Q2 2026.

  • Whipplewood Advisors held 1,498 shares of Flaherty & Crumrine Preferred and Income Fund worth $17.4K as of Q2 2026.
  • Whipplewood Advisors sold 2,143 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2026, an estimated $24.6K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #205 holding.
  • Whipplewood Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Whipplewood Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $44.9K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.