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 $46.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Mar 31, 2025. 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
- 48
- +1 vs. Q4 2024
- Shares held
- 2.86M
- +101.5K (+3.7%) vs. Q4 2024
- Total value
- $31.7M
- +$752.7K (+2.4%) vs. Q4 2024
- New holders
- 7
- 13 more added
- Sold out
- 6
- 10 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | $46.3M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $33.8M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $22.2M |
| Q4 2023 | 43 | $16.7M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.04K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $8.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $15.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,474 | $16.5K | 0.00% | +1,474 | New |
| FMR LLC | 1,709 | $19.2K | 0.00% | +1,709 | New |
| Noble Wealth Management PBC | 4,280 | $48.0K | 0.03% | +1,500+54.0% | Added |
| Sound Income Strategies, LLC | 6,472 | $72.6K | 0.00% | +6,472 | New |
| Comerica Bank | 8,681 | $97.4K | 0.00% | +30+0.3% | Added |
| Byrne Financial Freedom, LLC | 10,600 | $118.9K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,827 | $121.5K | 0.00% | +30+0.3% | Added |
| BlackRock, Inc. | 11,533 | $129.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $135.6K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 12,426 | $139.4K | 0.07% | +12,426 | New |
| Susquehanna International Group, LLP | 12,539 | $140.7K | 0.00% | +1,560+14.2% | Added |
| Centaurus Financial, Inc. | 13,043 | $146.0K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 13,409 | $150.4K | 0.11% | +13,409 | New |
| IFP Advisors, Inc | 13,423 | $150.6K | 0.00% | −5,303−28.3% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $173.1K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,600 | $186.3K | 0.00% | −700−4.0% | Reduced |
| Wolverine Asset Management LLC | 18,635 | $209.1K | 0.00% | +18,635 | New |
| Commonwealth Equity Services, LLC | 19,243 | $216.0K | 0.00% | +74+0.4% | Added |
| SFI Advisors, LLC | 20,267 | $227.4K | 0.17% | −33,161−62.1% | Reduced |
| Wedbush Securities Inc | 20,500 | $230.0K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 22,780 | $255.6K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 29,446 | $330.4K | 0.06% | +12,819+77.1% | Added |
| Guggenheim Capital LLC | 35,814 | $401.8K | 0.00% | +15,526+76.5% | Added |
| Cary Street Partners Financial LLC | 43,500 | $488.1K | 0.02% | +4,000+10.1% | Added |
| LPL Financial LLC | 44,941 | $504.2K | 0.00% | +6,458+16.8% | Added |
| Robinson Capital Management, LLC | 55,008 | $617.2K | 0.25% | 00.0% | Unchanged |
| Lido Advisors, LLC | 64,724 | $726.2K | 0.00% | −6,090−8.6% | Reduced |
| Rivernorth Capital Management, LLC | 65,467 | $734.5K | 0.04% | +65,467 | New |
| Smith Asset Management Co., LLC | 74,884 | $840.2K | 0.79% | −935−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 83,538 | $937.3K | 0.00% | +3,537+4.4% | Added |
| Umb Bank N A | 86,373 | $969.1K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 92,683 | $1.04M | 0.00% | −2,088−2.2% | Reduced |
| CNH Partners LLC | 99,456 | $1.12M | 0.03% | −16,715−14.4% | Reduced |
| Wells Fargo & Company | 126,186 | $1.42M | 0.00% | −862−0.7% | Reduced |
| UBS Group AG | 128,919 | $1.45M | 0.00% | −8,765−6.4% | Reduced |
| Matisse Capital | 134,805 | $1.51M | 0.80% | 00.0% | Unchanged |
| Bank of America Corp | 141,545 | $1.59M | 0.00% | +33,682+31.2% | Added |
| Raymond James Financial Inc | 170,768 | $1.92M | 0.00% | −10,407−5.7% | Reduced |
| Morgan Stanley | 246,225 | $2.76M | 0.00% | +8,258+3.5% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $4.63M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 420,011 | $4.71M | 0.11% | +65,113+18.3% | Added |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −27,733−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −27,292−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,240−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |