WAM
PFD

Wolverine Asset Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Wolverine Asset Management’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
2025
Q3 		– Sell
-55,383
Closed -$626K – 1779
2025
Q2 		$626K Buy
55,383
+36,748
+197% +$404K 0.01% 827
2025
Q1 		$209K Buy
+18,635
New +$210K ﹤0.01% 997
2024
Q3 		– Sell
-112,483
Closed -$1.17M – 1757
2024
Q2 		$1.17M Sell
112,483
-14,617
-12% -$150K 0.01% 622
2024
Q1 		$1.35M Buy
127,100
+16,900
+15% +$174K 0.02% 581
2023
Q4 		$1.09M Sell
110,200
-3,850
-3% -$36.2K 0.01% 685
2023
Q3 		$1.04M Buy
114,050
+69,513
+156% +$678K 0.01% 704
2023
Q2 		$439K Buy
+44,537
New +$448K 0.01% 868
2023
Q1 		– Sell
-208
Closed -$2.31K – 2035
2022
Q4 		$2.31K Sell
208
-3,782
-95% -$41.5K ﹤0.01% 1852
2022
Q3 		$42K Buy
+3,990
New +$48.8K ﹤0.01% 1637
2022
Q2 		– Sell
-25,474
Closed -$353K – 2430
2022
Q1 		$353K Buy
+25,474
New +$386K ﹤0.01% 1057
2021
Q4 		– Sell
-21,714
Closed -$342K – 2176
2021
Q3 		$342K Buy
21,714
+7,090
+48% +$116K ﹤0.01% 1061
2021
Q2 		$244K Buy
+14,624
New +$257K ﹤0.01% 1192
2019
Q1 		– Sell
-43,052
Closed -$497K – 1641
2018
Q4 		$497K Buy
43,052
+35,744
+489% +$437K 0.01% 1033
2018
Q3 		$94K Sell
7,308
-6,930
-49% -$95.4K ﹤0.01% 1290
2018
Q2 		$192K Sell
14,238
-48,123
-77% -$649K ﹤0.01% 1111
2018
Q1 		$847K Buy
+62,361
New +$873K 0.01% 832
2015
Q4 		– Sell
-14,846
Closed -$186K – 1877
2015
Q3 		$186K Buy
+14,846
New +$194K ﹤0.01% 934
2014
Q1 		– Sell
-1,672
Closed -$20K – 2708
2013
Q4 		$20K Sell
1,672
-12,478
-88% -$156K ﹤0.01% 2070
2013
Q3 		$175K Buy
+14,150
New +$181K ﹤0.01% 1229

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wolverine Asset Management's PFD Position: Q3 2025 in Review

Wolverine Asset Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2025, closing a stake of 55,383 shares — an estimated $626K sold.

Wolverine Asset Management first reported a position in PFD in Q3 2013 and held it in 19 quarters. The position peaked at $1.35M in Q1 2024. 52 funds tracked by Wall St. Rank hold PFD as of Q3 2025.

  • Wolverine Asset Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 55,383 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2025, an estimated $626K.
  • Wolverine Asset Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2013 and held it in 19 quarters.
  • Wolverine Asset Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $1.35M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2025.

Based on Wolverine Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.