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 |
|---|---|---|---|---|---|
| Clear Street Group Inc. | 71 | $794 | 0.00% | +71 | New |
| Ronald Blue Trust, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.79K | 0.00% | +250 | New |
| US Bancorp | 300 | $3.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $16.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,530 | $39.5K | 0.00% | +3,030+606.0% | Added |
| Whipplewood Advisors, LLC | 3,641 | $40.7K | 0.02% | +10.0% | Added |
| Farther Finance Advisors, LLC | 3,900 | $44.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,185 | $70.0K | 0.00% | −385−5.9% | Reduced |
| Noble Wealth Management PBC | 6,355 | $71.0K | 0.04% | +950+17.6% | Added |
| Fifth Third Bancorp | 8,806 | $98.5K | 0.00% | +8,806 | New |
| Rockefeller Capital Management L.P. | 10,400 | $116.3K | 0.00% | +127+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $124.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,453 | $128.0K | 0.00% | +11,453 | New |
| BlackRock, Inc. | 11,533 | $128.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,618 | $129.9K | 0.00% | +39+0.3% | Added |
| Centaurus Financial, Inc. | 13,043 | $146.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 13,683 | $153.0K | 0.06% | +423+3.2% | Added |
| Signature Wealth Management Partners, LLC | 14,351 | $160.4K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,568 | $174.1K | 0.00% | +15,568 | New |
| Capital Investment Advisors, LLC | 15,889 | $177.6K | 0.00% | +3,297+26.2% | Added |
| D.A. Davidson & Co. | 16,600 | $185.6K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 17,100 | $191.2K | 0.00% | +17,100 | New |
| Wedbush Securities Inc | 17,500 | $196.0K | 0.01% | −1,000−5.4% | Reduced |
| LongView Wealth Management | 17,670 | $203.2K | 0.05% | −2,780−13.6% | Reduced |
| Beacon Pointe Advisors, LLC | 19,889 | $222.4K | 0.00% | +19,889 | New |
| Cary Street Partners Financial LLC | 22,735 | $254.2K | 0.01% | −400−1.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 25,590 | $286.1K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 32,828 | $367.0K | 0.00% | −205−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 37,319 | $417.2K | 0.00% | −1,680−4.3% | Reduced |
| Calamos Advisors LLC | 38,383 | $429.1K | 0.00% | −30,776−44.5% | Reduced |
| Pathway Financial Advisors LLC | 48,196 | $541.7K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 49,217 | $550.0K | 0.00% | −9,695−16.5% | Reduced |
| Raymond James Financial Inc | 56,164 | $627.9K | 0.00% | +9,590+20.6% | Added |
| Robinson Capital Management, LLC | 55,073 | $644.6K | 0.29% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 74,065 | $828.0K | 0.71% | −31,853−30.1% | Reduced |
| 1607 Capital Partners, LLC | 79,397 | $887.7K | 0.06% | +22,797+40.3% | Added |
| Advisor Group Holdings, Inc. | 86,292 | $964.7K | 0.00% | +3,281+4.0% | Added |
| Umb Bank N A | 86,373 | $965.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 96,163 | $1.08M | 0.00% | +10,433+12.2% | Added |
| LPL Financial LLC | 109,892 | $1.23M | 0.00% | +20,312+22.7% | Added |
| UBS Group AG | 112,617 | $1.26M | 0.00% | −10,318−8.4% | Reduced |
| We Are One Seven, LLC | 143,682 | $1.61M | 0.03% | −19,954−12.2% | Reduced |
| Bank of America Corp | 157,651 | $1.76M | 0.00% | −3,617−2.2% | Reduced |
| Fiera Capital Corp | 171,420 | $1.92M | 0.01% | −8,418−4.7% | Reduced |
| Morgan Stanley | 302,890 | $3.39M | 0.00% | +10,452+3.6% | Added |
| CIBC Bancorp USA Inc. | 441,364 | $4.93M | 0.01% | +441,364 | New |
| Sit Investment Associates Inc | 1,320,217 | $14.8M | 0.30% | +143,861+12.2% | Added |
| 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 |