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
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 $4.93B AUM 12.22% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Whipplewood Advisors's PFD Position: Q1 2026 in Review

Whipplewood Advisors increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 0.03% in Q1 2026, buying an estimated $12 and bringing the position to 3,641 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #293.

Whipplewood Advisors first reported a position in PFD in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.9K in Q3 2025. 50 funds tracked by Wall St. Rank hold PFD as of Q1 2026.

  • Whipplewood Advisors held 3,641 shares of Flaherty & Crumrine Preferred and Income Fund worth $40.7K as of Q1 2026.
  • Whipplewood Advisors bought 1 Flaherty & Crumrine Preferred and Income Fund share in Q1 2026, an estimated $12.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #293 holding.
  • Whipplewood Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Whipplewood Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $44.9K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.