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, Q2 2026
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 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
- 51
- +1 vs. Q1 2026
- Shares held
- 3.98M
- +181.8K (+4.8%) vs. Q1 2026
- Total value
- $46.3M
- +$3.78M (+8.9%) vs. Q1 2026
- New holders
- 4
- 15 more added
- Sold out
- 3
- 16 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 200 | $2.33K | 0.00% | −160−44.4% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $2.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.91K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $11.6K | 0.00% | +1,000 | New |
| Allworth Financial LP | 1,433 | $16.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,498 | $17.4K | 0.01% | −2,143−58.9% | Reduced |
| Webster Bank, N. A. | 2,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,530 | $41.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,900 | $45.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 6,426 | $74.7K | 0.00% | +6,355+8,950.7% | Added |
| Noble Wealth Management PBC | 7,157 | $83.2K | 0.04% | +802+12.6% | Added |
| Fifth Third Bancorp | 8,841 | $102.8K | 0.00% | +35+0.4% | Added |
| Rockefeller Capital Management L.P. | 10,532 | $122.5K | 0.00% | +132+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $127.6K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,533 | $134.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,658 | $135.6K | 0.00% | +40+0.3% | Added |
| O'Rourke & Company, Inc | 13,683 | $159.1K | 0.06% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 14,351 | $166.9K | 0.08% | 00.0% | Unchanged |
| LongView Wealth Management | 15,305 | $178.0K | 0.05% | −2,365−13.4% | Reduced |
| D.A. Davidson & Co. | 16,600 | $193.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,705 | $194.3K | 0.00% | +16,705 | New |
| Wedbush Securities Inc | 16,800 | $195.0K | 0.01% | −700−4.0% | Reduced |
| Beacon Pointe Advisors, LLC | 17,297 | $201.2K | 0.00% | −2,592−13.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,460 | $203.0K | 0.00% | +17,460 | New |
| Kestra Advisory Services, LLC | 18,046 | $209.9K | 0.00% | +6,593+57.6% | Added |
| Cary Street Partners Financial LLC | 20,083 | $233.6K | 0.01% | −2,652−11.7% | Reduced |
| Capital Investment Advisors, LLC | 22,651 | $263.4K | 0.00% | +6,762+42.6% | Added |
| Change Path, LLC | 23,199 | $269.8K | 0.01% | +6,099+35.7% | Added |
| Bridgewealth Advisory Group, LLC | 25,590 | $297.6K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 33,048 | $384.3K | 0.00% | +220+0.7% | Added |
| Commonwealth Equity Services, LLC | 36,829 | $428.3K | 0.00% | −490−1.3% | Reduced |
| Calamos Advisors LLC | 41,125 | $478.3K | 0.00% | +2,742+7.1% | Added |
| Royal Bank of Canada | 42,868 | $499.0K | 0.00% | −6,349−12.9% | Reduced |
| Pathway Financial Advisors LLC | 46,996 | $544.2K | 0.06% | −1,200−2.5% | Reduced |
| 1607 Capital Partners, LLC | 49,004 | $569.9K | 0.05% | −30,393−38.3% | Reduced |
| Robinson Capital Management, LLC | 55,073 | $640.5K | 0.28% | 00.0% | Unchanged |
| Raymond James Financial Inc | 58,868 | $684.6K | 0.00% | +2,704+4.8% | Added |
| Action Point Financial Planning, LLC | 60,582 | $704.6K | 0.07% | +60,582 | New |
| Smith Asset Management Co., LLC | 72,668 | $845.1K | 0.66% | −1,397−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 85,433 | $993.6K | 0.00% | −859−1.0% | Reduced |
| Umb Bank N A | 86,373 | $1.00M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 93,148 | $1.08M | 0.00% | −3,015−3.1% | Reduced |
| LPL Financial LLC | 109,007 | $1.27M | 0.00% | −885−0.8% | Reduced |
| UBS Group AG | 115,966 | $1.35M | 0.00% | +3,349+3.0% | Added |
| We Are One Seven, LLC | 141,315 | $1.64M | 0.03% | −2,367−1.6% | Reduced |
| Bank of America Corp | 157,980 | $1.84M | 0.00% | +329+0.2% | Added |
| Fiera Capital Corp | 177,117 | $2.06M | 0.01% | +5,697+3.3% | Added |
| Morgan Stanley | 297,511 | $3.46M | 0.00% | −5,379−1.8% | Reduced |
| CIBC Bancorp USA Inc. | 441,364 | $5.13M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,462,183 | $17.0M | 0.32% | +141,966+10.8% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,568−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −13,043−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |