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, Q4 2025
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Dec 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
- 49
- −3 vs. Q3 2025
- Shares held
- 3.74M
- +206.7K (+5.9%) vs. Q3 2025
- Total value
- $44.3M
- +$1.98M (+4.7%) vs. Q3 2025
- New holders
- 3
- 17 more added
- Sold out
- 6
- 10 more reduced
Compare with Q3 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 | $46.5M |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,176,356 | $14.0M | 0.27% | +91,962+8.5% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $5.24M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 292,438 | $3.47M | 0.00% | +37,129+14.5% | Added |
| Fiera Capital Corp | 179,838 | $2.13M | 0.01% | +80,344+80.8% | Added |
| We Are One Seven, LLC | 163,636 | $1.94M | 0.04% | −4,656−2.8% | Reduced |
| Bank of America Corp | 161,268 | $1.91M | 0.00% | −1,760−1.1% | Reduced |
| UBS Group AG | 122,935 | $1.46M | 0.00% | +1,016+0.8% | Added |
| Smith Asset Management Co., LLC | 105,918 | $1.18M | 0.97% | −1,075−1.0% | Reduced |
| LPL Financial LLC | 89,580 | $1.06M | 0.00% | +22,173+32.9% | Added |
| Umb Bank N A | 86,373 | $1.03M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 85,730 | $1.02M | 0.00% | +9,810+12.9% | Added |
| Advisor Group Holdings, Inc. | 83,011 | $985.3K | 0.00% | +625+0.8% | Added |
| Calamos Advisors LLC | 69,159 | $820.9K | 0.00% | +16,821+32.1% | Added |
| Lido Advisors, LLC | 66,880 | $803.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 58,912 | $699.0K | 0.00% | −2,605−4.2% | Reduced |
| 1607 Capital Partners, LLC | 56,600 | $671.8K | 0.05% | +20,400+56.4% | Added |
| Robinson Capital Management, LLC | 55,073 | $653.7K | 0.27% | +65+0.1% | Added |
| Pathway Financial Advisors LLC | 48,196 | $578.8K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Inc | 46,574 | $552.8K | 0.00% | +10,245+28.2% | Added |
| Commonwealth Equity Services, LLC | 38,999 | $462.9K | 0.00% | +423+1.1% | Added |
| CNH Partners LLC | 35,599 | $422.6K | 0.01% | −25,081−41.3% | Reduced |
| Guggenheim Capital LLC | 33,033 | $392.1K | 0.00% | −423−1.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 25,590 | $303.8K | 0.07% | −2,143−7.7% | Reduced |
| Cary Street Partners Financial LLC | 23,135 | $274.6K | 0.01% | +8,500+58.1% | Added |
| LongView Wealth Management | 20,450 | $243.2K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,500 | $220.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,600 | $197.0K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 14,351 | $170.3K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,260 | $157.4K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,043 | $155.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,592 | $149.5K | 0.00% | +12,592 | New |
| Cetera Investment Advisers | 11,579 | $137.4K | 0.00% | +39+0.3% | Added |
| BlackRock, Inc. | 11,533 | $136.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $132.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,273 | $121.9K | 0.00% | +129+1.3% | Added |
| Comerica Bank | 8,772 | $104.1K | 0.00% | +31+0.4% | Added |
| Sound Income Strategies, LLC | 6,570 | $77.7K | 0.00% | +35+0.5% | Added |
| Noble Wealth Management PBC | 5,405 | $64.2K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,900 | $46.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,640 | $43.2K | 0.03% | −92−2.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,000 | $35.6K | 0.00% | +3,000 | New |
| Webster Bank, N. A. | 2,000 | $23.7K | 0.00% | +2,000 | New |
| Allworth Financial LP | 1,433 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $11.9K | 0.00% | −9,433−90.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $5.93K | 0.00% | −250−33.3% | Reduced |
| Geneos Wealth Management Inc. | 360 | $4.27K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 295 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −32,487−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −200−100.0% | Sold out |