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 2026
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Mar 31, 2026. 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
- 50
- +3 vs. Q4 2025
- Shares held
- 3.80M
- +515.2K (+15.7%) vs. Q4 2025
- Total value
- $42.5M
- +$3.59M (+9.2%) vs. Q4 2025
- New holders
- 8
- 14 more added
- Sold out
- 5
- 13 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,320,217 | $14.8M | 0.30% | +143,861+12.2% | Added |
| CIBC Bancorp USA Inc. | 441,364 | $4.93M | 0.01% | +441,364 | New |
| Morgan Stanley | 302,890 | $3.39M | 0.00% | +10,452+3.6% | Added |
| Fiera Capital Corp | 171,420 | $1.92M | 0.01% | −8,418−4.7% | Reduced |
| Bank of America Corp | 157,651 | $1.76M | 0.00% | −3,617−2.2% | Reduced |
| We Are One Seven, LLC | 143,682 | $1.61M | 0.03% | −19,954−12.2% | Reduced |
| UBS Group AG | 112,617 | $1.26M | 0.00% | −10,318−8.4% | Reduced |
| LPL Financial LLC | 109,892 | $1.23M | 0.00% | +20,312+22.7% | Added |
| Wells Fargo & Company | 96,163 | $1.08M | 0.00% | +10,433+12.2% | Added |
| Umb Bank N A | 86,373 | $965.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 86,292 | $964.7K | 0.00% | +3,281+4.0% | Added |
| 1607 Capital Partners, LLC | 79,397 | $887.7K | 0.06% | +22,797+40.3% | Added |
| Smith Asset Management Co., LLC | 74,065 | $828.0K | 0.71% | −31,853−30.1% | Reduced |
| Robinson Capital Management, LLC | 55,073 | $644.6K | 0.29% | 00.0% | Unchanged |
| Raymond James Financial Inc | 56,164 | $627.9K | 0.00% | +9,590+20.6% | Added |
| Royal Bank of Canada | 49,217 | $550.0K | 0.00% | −9,695−16.5% | Reduced |
| Pathway Financial Advisors LLC | 48,196 | $541.7K | 0.07% | 00.0% | Unchanged |
| Calamos Advisors LLC | 38,383 | $429.1K | 0.00% | −30,776−44.5% | Reduced |
| Commonwealth Equity Services, LLC | 37,319 | $417.2K | 0.00% | −1,680−4.3% | Reduced |
| Guggenheim Capital LLC | 32,828 | $367.0K | 0.00% | −205−0.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 25,590 | $286.1K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 22,735 | $254.2K | 0.01% | −400−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 19,889 | $222.4K | 0.00% | +19,889 | New |
| LongView Wealth Management | 17,670 | $203.2K | 0.05% | −2,780−13.6% | Reduced |
| Wedbush Securities Inc | 17,500 | $196.0K | 0.01% | −1,000−5.4% | Reduced |
| Change Path, LLC | 17,100 | $191.2K | 0.00% | +17,100 | New |
| D.A. Davidson & Co. | 16,600 | $185.6K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,889 | $177.6K | 0.00% | +3,297+26.2% | Added |
| Susquehanna International Group, LLP | 15,568 | $174.1K | 0.00% | +15,568 | New |
| Signature Wealth Management Partners, LLC | 14,351 | $160.4K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,683 | $153.0K | 0.06% | +423+3.2% | Added |
| Centaurus Financial, Inc. | 13,043 | $146.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,618 | $129.9K | 0.00% | +39+0.3% | Added |
| BlackRock, Inc. | 11,533 | $128.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,453 | $128.0K | 0.00% | +11,453 | New |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $124.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,400 | $116.3K | 0.00% | +127+1.2% | Added |
| Fifth Third Bancorp | 8,806 | $98.5K | 0.00% | +8,806 | New |
| Noble Wealth Management PBC | 6,355 | $71.0K | 0.04% | +950+17.6% | Added |
| Sound Income Strategies, LLC | 6,185 | $70.0K | 0.00% | −385−5.9% | Reduced |
| Farther Finance Advisors, LLC | 3,900 | $44.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,641 | $40.7K | 0.02% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,530 | $39.5K | 0.00% | +3,030+606.0% | Added |
| Webster Bank, N. A. | 2,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.03K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.79K | 0.00% | +250 | New |
| Ronald Blue Trust, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 71 | $794 | 0.00% | +71 | New |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −66,880−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −35,599−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |