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