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, Q2 2025
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 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
- 47
- +1 vs. Q1 2025
- Shares held
- 2.99M
- +155.0K (+5.5%) vs. Q1 2025
- Total value
- $33.8M
- +$2.33M (+7.4%) vs. Q1 2025
- New holders
- 6
- 15 more added
- Sold out
- 5
- 8 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 200 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.26K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.07K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 648 | $7.33K | 0.01% | +648 | New |
| Steward Partners Investment Advisory, LLC | 750 | $8.48K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 750 | $8.48K | 0.00% | +750 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $16.2K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,820 | $43.2K | 0.02% | +3,820 | New |
| Sound Income Strategies, LLC | 6,503 | $73.6K | 0.00% | +31+0.5% | Added |
| Comerica Bank | 8,711 | $98.5K | 0.00% | +30+0.3% | Added |
| Change Path, LLC | 10,200 | $115.4K | 0.00% | +10,200 | New |
| Byrne Financial Freedom, LLC | 10,600 | $119.9K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,858 | $122.8K | 0.00% | +31+0.3% | Added |
| IFP Advisors, Inc | 11,284 | $127.6K | 0.00% | −2,139−15.9% | Reduced |
| BlackRock, Inc. | 11,533 | $130.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $138.1K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 12,426 | $140.5K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,043 | $148.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 14,351 | $162.3K | 0.09% | +14,351 | New |
| D.A. Davidson & Co. | 16,600 | $187.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,500 | $209.0K | 0.01% | −2,000−9.8% | Reduced |
| LongView Wealth Management | 22,780 | $257.6K | 0.08% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 27,733 | $313.7K | 0.08% | +27,733 | New |
| Guggenheim Capital LLC | 35,060 | $396.5K | 0.00% | −754−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 41,489 | $469.0K | 0.00% | +22,246+115.6% | Added |
| LPL Financial LLC | 41,806 | $472.8K | 0.00% | −3,135−7.0% | Reduced |
| Cary Street Partners Financial LLC | 44,835 | $507.1K | 0.01% | +1,335+3.1% | Added |
| Pathway Financial Advisors LLC | 48,196 | $545.1K | 0.08% | +18,750+63.7% | Added |
| Rivernorth Capital Management, LLC | 52,298 | $591.5K | 0.03% | −13,169−20.1% | Reduced |
| Robinson Capital Management, LLC | 55,008 | $622.1K | 0.26% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 55,383 | $626.4K | 0.01% | +36,748+197.2% | Added |
| Lido Advisors, LLC | 65,811 | $744.3K | 0.00% | +1,087+1.7% | Added |
| Royal Bank of Canada | 67,241 | $761.0K | 0.00% | −25,442−27.5% | Reduced |
| Wells Fargo & Company | 67,588 | $764.4K | 0.00% | −58,598−46.4% | Reduced |
| Smith Asset Management Co., LLC | 76,132 | $861.1K | 0.74% | +1,248+1.7% | Added |
| Umb Bank N A | 86,373 | $976.9K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 89,755 | $1.02M | 0.00% | +6,217+7.4% | Added |
| CNH Partners LLC | 91,021 | $1.03M | 0.02% | −8,435−8.5% | Reduced |
| UBS Group AG | 131,211 | $1.48M | 0.00% | +2,292+1.8% | Added |
| Matisse Capital | 134,805 | $1.52M | 0.72% | 00.0% | Unchanged |
| Bank of America Corp | 154,578 | $1.75M | 0.00% | +13,033+9.2% | Added |
| Raymond James Financial Inc | 177,337 | $2.01M | 0.00% | +6,569+3.8% | Added |
| Morgan Stanley | 248,980 | $2.82M | 0.00% | +2,755+1.1% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $4.99M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 568,232 | $6.43M | 0.14% | +148,221+35.3% | Added |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −20,267−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,539−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Poplar Forest Capital LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |