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, Q3 2025
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Sep 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
- 52
- +5 vs. Q2 2025
- Shares held
- 3.53M
- +538.7K (+18.0%) vs. Q2 2025
- Total value
- $42.3M
- +$8.48M (+25.1%) vs. Q2 2025
- New holders
- 12
- 12 more added
- Sold out
- 7
- 12 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 200 | $2.40K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $2.40K | 0.00% | +200 | New |
| US Bancorp | 300 | $3.61K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 295 | $4.00K | 0.00% | +295 | New |
| Geneos Wealth Management Inc. | 360 | $4.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 510 | $6.13K | 0.00% | +510 | New |
| Steward Partners Investment Advisory, LLC | 750 | $9.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $17.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,664 | $32.0K | 0.01% | +2,664 | New |
| Whipplewood Advisors, LLC | 3,732 | $44.9K | 0.03% | −88−2.3% | Reduced |
| Farther Finance Advisors, LLC | 3,900 | $46.9K | 0.00% | +3,900 | New |
| Noble Wealth Management PBC | 5,405 | $65.0K | 0.03% | +5,405 | New |
| Sound Income Strategies, LLC | 6,535 | $77.5K | 0.00% | +32+0.5% | Added |
| Comerica Bank | 8,741 | $105.1K | 0.00% | +30+0.3% | Added |
| Rockefeller Capital Management L.P. | 10,144 | $121.9K | 0.00% | +10,144 | New |
| IFP Advisors, Inc | 10,433 | $125.4K | 0.00% | −851−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $130.7K | 0.00% | −1,027−8.5% | Reduced |
| BlackRock, Inc. | 11,533 | $138.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,540 | $138.7K | 0.00% | +682+6.3% | Added |
| Centaurus Financial, Inc. | 13,043 | $157.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,260 | $159.4K | 0.07% | +834+6.7% | Added |
| Signature Wealth Management Partners, LLC | 14,351 | $172.5K | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 14,635 | $175.9K | 0.00% | −30,200−67.4% | Reduced |
| D.A. Davidson & Co. | 16,600 | $199.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,500 | $222.0K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 20,450 | $245.8K | 0.07% | −2,330−10.2% | Reduced |
| Change Path, LLC | 26,000 | $312.5K | 0.01% | +15,800+154.9% | Added |
| Bridgewealth Advisory Group, LLC | 27,733 | $333.4K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 32,487 | $390.5K | 0.00% | +32,487 | New |
| Guggenheim Capital LLC | 33,456 | $402.1K | 0.00% | −1,604−4.6% | Reduced |
| 1607 Capital Partners, LLC | 36,200 | $435.1K | 0.03% | +36,200 | New |
| Raymond James Financial Inc | 36,329 | $436.7K | 0.00% | −141,008−79.5% | Reduced |
| Commonwealth Equity Services, LLC | 38,576 | $464.0K | 0.00% | −2,913−7.0% | Reduced |
| Pathway Financial Advisors LLC | 48,196 | $579.3K | 0.08% | 00.0% | Unchanged |
| Calamos Advisors LLC | 52,338 | $629.1K | 0.00% | +52,338 | New |
| Robinson Capital Management, LLC | 55,008 | $661.2K | 0.48% | 00.0% | Unchanged |
| CNH Partners LLC | 60,680 | $729.4K | 0.02% | −30,341−33.3% | Reduced |
| Royal Bank of Canada | 61,517 | $739.0K | 0.00% | −5,724−8.5% | Reduced |
| Lido Advisors, LLC | 66,880 | $803.9K | 0.00% | +1,069+1.6% | Added |
| LPL Financial LLC | 67,407 | $810.2K | 0.00% | +25,601+61.2% | Added |
| Wells Fargo & Company | 75,920 | $912.6K | 0.00% | +8,332+12.3% | Added |
| Advisor Group Holdings, Inc. | 82,386 | $950.7K | 0.00% | −7,369−8.2% | Reduced |
| Umb Bank N A | 86,373 | $1.04M | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 99,494 | $1.20M | 0.00% | +99,494 | New |
| Smith Asset Management Co., LLC | 106,993 | $1.21M | 1.03% | +30,861+40.5% | Added |
| UBS Group AG | 121,919 | $1.47M | 0.00% | −9,292−7.1% | Reduced |
| Bank of America Corp | 163,028 | $1.96M | 0.00% | +8,450+5.5% | Added |
| We Are One Seven, LLC | 168,292 | $2.02M | 0.05% | +168,292 | New |
| Morgan Stanley | 255,309 | $3.07M | 0.00% | +6,329+2.5% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $5.31M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,084,394 | $13.0M | 0.26% | +516,162+90.8% | Added |
| Matisse Capital | 0 | $0 | 0.00% | −134,805−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −55,383−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −52,298−100.0% | Sold out |
| Byrne Financial Freedom, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |