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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

PFD holding history

Flaherty & Crumrine Preferred & Income Fund Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFD overviewAll 13F holders of PFDFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PFD by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−3,326−100.0%Sold outHolders
Q1 20223,326$46.0K<0.1%00.0%UnchangedHolders
Q4 20213,326$58.0K<0.1%−578−14.8%ReducedHolders
Q3 20213,904$61.0K<0.1%00.0%UnchangedHolders
Q2 20213,904$65.0K<0.1%00.0%UnchangedHolders
Q1 20213,904$69.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.