Flaherty & Crumrine Preferred & Income Fund Inc
PFD- Exchange
- NYSE
- SEC CIK
- 0000868578
No open-market purchases or sales by Flaherty & Crumrine Preferred & Income Fund Inc insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $46.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 51
- +1 vs. Q1 2026
- Shares held
- 4.00M
- +199.3K (+5.2%) vs. Q1 2026
- Total value
- $46.5M
- +$3.99M (+9.4%) vs. Q1 2026
- New holders
- 4
- 15 more added
- Sold out
- 3
- 16 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $46.5M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $34.6M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $26.9M |
| Q4 2023 | 43 | $18.8M |
| Q3 2023 | 41 | $14.3M |
| Q2 2023 | 33 | $14.9M |
| Q1 2023 | 40 | $15.8M |
| Q4 2022 | 41 | $15.1M |
| Q3 2022 | 37 | $13.0M |
| Q2 2022 | 37 | $13.0M |
| Q1 2022 | 44 | $15.0M |
| Q4 2021 | 44 | $16.3M |
| Q3 2021 | 42 | $13.9M |
| Q2 2021 | 44 | $19.3M |
| Q1 2021 | 42 | $20.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,462,183 | $17.0M | 0.32% | +141,966+10.8% | Added |
| CIBC Bancorp USA Inc. | 441,364 | $5.13M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 297,511 | $3.46M | 0.00% | −5,379−1.8% | Reduced |
| Fiera Capital Corp | 177,117 | $2.06M | 0.01% | +5,697+3.3% | Added |
| Bank of America Corp | 157,980 | $1.84M | 0.00% | +329+0.2% | Added |
| We Are One Seven, LLC | 141,315 | $1.64M | 0.03% | −2,367−1.6% | Reduced |
| UBS Group AG | 115,966 | $1.35M | 0.00% | +3,349+3.0% | Added |
| LPL Financial LLC | 109,007 | $1.27M | 0.00% | −885−0.8% | Reduced |
| Wells Fargo & Company | 93,148 | $1.08M | 0.00% | −3,015−3.1% | Reduced |
| Umb Bank N A | 86,373 | $1.00M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 85,433 | $993.6K | 0.00% | −859−1.0% | Reduced |
| Smith Asset Management Co., LLC | 72,668 | $845.1K | 0.66% | −1,397−1.9% | Reduced |
| Action Point Financial Planning, LLC | 60,582 | $704.6K | 0.07% | +60,582 | New |
| Raymond James Financial Inc | 58,868 | $684.6K | 0.00% | +2,704+4.8% | Added |
| Robinson Capital Management, LLC | 55,073 | $640.5K | 0.28% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 49,004 | $569.9K | 0.05% | −30,393−38.3% | Reduced |
| Pathway Financial Advisors LLC | 46,996 | $544.2K | 0.06% | −1,200−2.5% | Reduced |
| Royal Bank of Canada | 42,868 | $499.0K | 0.00% | −6,349−12.9% | Reduced |
| Calamos Advisors LLC | 41,125 | $478.3K | 0.00% | +2,742+7.1% | Added |
| Commonwealth Equity Services, LLC | 36,829 | $428.3K | 0.00% | −490−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,920 | $406.0K | 0.00% | +34,920 | New |
| Guggenheim Capital LLC | 33,048 | $384.3K | 0.00% | +220+0.7% | Added |
| Bridgewealth Advisory Group, LLC | 25,590 | $297.6K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 23,199 | $269.8K | 0.01% | +6,099+35.7% | Added |
| Capital Investment Advisors, LLC | 22,651 | $263.4K | 0.00% | +6,762+42.6% | Added |
| Cary Street Partners Financial LLC | 20,083 | $233.6K | 0.01% | −2,652−11.7% | Reduced |
| Kestra Advisory Services, LLC | 18,046 | $209.9K | 0.00% | +6,593+57.6% | Added |
| Beacon Pointe Advisors, LLC | 17,297 | $201.2K | 0.00% | −2,592−13.0% | Reduced |
| Wedbush Securities Inc | 16,800 | $195.0K | 0.01% | −700−4.0% | Reduced |
| Citadel Advisors LLC | 16,705 | $194.3K | 0.00% | +16,705 | New |
| D.A. Davidson & Co. | 16,600 | $193.1K | 0.00% | 00.0% | Unchanged |
| LongView Wealth Management | 15,305 | $178.0K | 0.05% | −2,365−13.4% | Reduced |
| Signature Wealth Management Partners, LLC | 14,351 | $166.9K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,683 | $159.1K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,658 | $135.6K | 0.00% | +40+0.3% | Added |
| BlackRock, Inc. | 11,533 | $134.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $127.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,532 | $122.5K | 0.00% | +132+1.3% | Added |
| Fifth Third Bancorp | 8,841 | $102.8K | 0.00% | +35+0.4% | Added |
| Noble Wealth Management PBC | 7,157 | $83.2K | 0.04% | +802+12.6% | Added |
| Clear Street Group Inc. | 6,426 | $74.7K | 0.00% | +6,355+8,950.7% | Added |
| Farther Finance Advisors, LLC | 3,900 | $45.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,530 | $41.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,498 | $17.4K | 0.01% | −2,143−58.9% | Reduced |
| Allworth Financial LP | 1,433 | $16.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $11.6K | 0.00% | +1,000 | New |
| US Bancorp | 300 | $3.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $2.33K | 0.00% | −160−44.4% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,568−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −13,043−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |