FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC (PFD) — Institutional Holders, Q2 2026
51 institutional investment managers reported a PFD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $46.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SIT INVESTMENT ASSOCIATESAdded · +141,966 sh+$1.7M
- ACTION POINT FINANCIAL PLANNINGNew · +60,582 sh+$704.6K
- Cambridge Investment Research AdvisorsNew · +17,460 sh+$203.1K
- CITADEL ADVISORSNew · +16,705 sh+$194.3K
- Capital Investment AdvisorsAdded · +6,762 sh+$78.6K
Biggest sellers
- 1607 Capital PartnersTrimmed · -30,393 sh-$353.5K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -15,568 sh-$181.1K
- CENTAURUS FINANCIALSold out · -13,043 sh-$151.7K
- ROYAL BANK OF CANADATrimmed · -6,349 sh-$73.8K
- Sound Income StrategiesSold out · -6,185 sh-$71.9K
PFD 13F holders ranked 1–51 of 51
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 1,462,183 sh | 1,462,183 | $17.0M | 0.32% | +10.8% |
| 2 | CIBC Bancorp USA#2 · 441,364 sh | 441,364 | $5.1M | <0.01% | 0.0% |
| 3 | MORGAN STANLEY#3 · 297,511 sh | 297,511 | $3.5M | <0.01% | -1.8% |
| 4 | Fiera Capital#4 · 177,117 sh | 177,117 | $2.1M | <0.01% | +3.3% |
| 5 | BANK OF AMERICA#5 · 157,980 sh | 157,980 | $1.8M | <0.01% | +0.2% |
| 6 | MGO ONE SEVEN#6 · 141,315 sh | 141,315 | $1.6M | 0.03% | -1.6% |
| 7 | UBS Group AG#7 · 115,966 sh | 115,966 | $1.3M | <0.01% | +3.0% |
| 8 | LPL Financial#8 · 109,007 sh | 109,007 | $1.3M | <0.01% | -0.8% |
| 9 | WELLS FARGO & COMPANY#9 · 93,148 sh | 93,148 | $1.1M | <0.01% | -3.1% |
| 10 | UMB Bank, n.a.#10 · 86,373 sh | 86,373 | $1.0M | 0.01% | 0.0% |
| 11 | OSAIC#11 · 85,433 sh | 85,433 | $993.6K | <0.01% | -1.0% |
| 12 | Smith Asset Management#12 · 72,668 sh | 72,668 | $845.1K | — | -1.9% |
| 13 | ACTION POINT FINANCIAL PLANNING#13 · 60,582 sh | 60,582 | $704.6K | 0.07% | New |
| 14 | RAYMOND JAMES FINANCIAL#14 · 58,868 sh | 58,868 | $684.6K | <0.01% | +4.8% |
| 15 | ROBINSON CAPITAL MANAGEMENT#15 · 55,073 sh | 55,073 | $640.5K | 0.28% | 0.0% |
| 16 | 1607 Capital Partners#16 · 49,004 sh | 49,004 | $569.9K | 0.05% | -38.3% |
| 17 | Pathway Financial Advisors#17 · 46,996 sh | 46,996 | $544.2K | — | -2.5% |
| 18 | ROYAL BANK OF CANADA#18 · 42,868 sh | 42,868 | $499.0K | <0.01% | -12.9% |
| 19 | Calamos Advisors#19 · 41,125 sh | 41,125 | $478.3K | <0.01% | +7.1% |
| 20 | COMMONWEALTH EQUITY SERVICES#20 · 36,829 sh | 36,829 | $428.3K | <0.01% | -1.3% |
| 21 | GUGGENHEIM CAPITAL#21 · 33,048 sh | 33,048 | $384.3K | <0.01% | +0.7% |
| 22 | Bridgewealth Advisory Group#22 · 25,590 sh | 25,590 | $297.6K | 0.06% | 0.0% |
| 23 | CreativeOne Wealth#23 · 23,199 sh | 23,199 | $269.8K | <0.01% | +35.7% |
| 24 | Capital Investment Advisors#24 · 22,651 sh | 22,651 | $263.4K | — | +42.6% |
| 25 | CARY STREET PARTNERS FINANCIAL#25 · 20,083 sh | 20,083 | $233.6K | <0.01% | -11.7% |
| 26 | Kestra Advisory Services#26 · 18,046 sh | 18,046 | $209.9K | <0.01% | +57.6% |
| 27 | Cambridge Investment Research Advisors#27 · 17,460 sh | 17,460 | $203.0K | <0.01% | New |
| 28 | Beacon Pointe Advisors#28 · 17,297 sh | 17,297 | $201.2K | <0.01% | -13.0% |
| 29 | WEDBUSH SECURITIES#29 · 16,800 sh | 16,800 | $195.0K | — | -4.0% |
| 30 | CITADEL ADVISORS#30 · 16,705 sh | 16,705 | $194.3K | 0.00% | New |
| 31 | D.A. DAVIDSON#31 · 16,600 sh | 16,600 | $193.1K | <0.01% | 0.0% |
| 32 | LongView Wealth Management#32 · 15,305 sh | 15,305 | $178.0K | — | -13.4% |
| 33 | Signature Wealth Management Partners#33 · 14,351 sh | 14,351 | $166.9K | — | 0.0% |
| 34 | O'ROURKE & COMPANY#34 · 13,683 sh | 13,683 | $159.1K | 0.06% | 0.0% |
| 35 | Cetera Investment Advisers#35 · 11,658 sh | 11,658 | $135.6K | <0.01% | +0.3% |
| 36 | BlackRock#36 · 11,533 sh | 11,533 | $134.1K | 0.00% | 0.0% |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES#37 · 11,060 sh | 11,060 | $127.6K | — | 0.0% |
| 38 | Rockefeller Capital Management L.P.#38 · 10,532 sh | 10,532 | $122.5K | <0.01% | +1.3% |
| 39 | FIFTH THIRD BANCORP#39 · 8,841 sh | 8,841 | $102.8K | <0.01% | +0.4% |
| 40 | Noble Wealth Management PBC#40 · 7,157 sh | 7,157 | $83.2K | — | +12.6% |
| 41 | Clear Street Group#41 · 6,426 sh | 6,426 | $74.7K | <0.01% | +8950.7% |
| 42 | Farther Finance Advisors#42 · 3,900 sh | 3,900 | $45.4K | — | 0.0% |
| 43 | Steward Partners Investment Advisory#43 · 3,530 sh | 3,530 | $41.1K | <0.01% | 0.0% |
| 44 | WEBSTER BANK, N. A.#44 · 2,000 sh | 2,000 | $23.3K | <0.01% | 0.0% |
| 45 | Whipplewood Advisors#45 · 1,498 sh | 1,498 | $17.4K | — | -58.9% |
| 46 | Allworth Financial#46 · 1,433 sh | 1,433 | $16.7K | <0.01% | 0.0% |
| 47 | CoreCap Advisors#47 · 1,000 sh | 1,000 | $11.6K | — | New |
| 48 | US BANCORP \DE\#48 · 300 sh | 300 | $3.5K | 0.00% | 0.0% |
| 49 | HIGHLINE WEALTH PARTNERS#49 · 250 sh | 250 | $2.9K | — | 0.0% |
| 50 | Geneos Wealth Management#50 · 200 sh | 200 | $2.3K | 0.00% | -44.4% |
| 51 | Ronald Blue#51 · 200 sh | 200 | $2.3K | — | 0.0% |
Funds that sold out of PFD in Q2 2026 (4)
Held PFD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP15,568 sh | 15,568 | $174.1K |
| CENTAURUS FINANCIAL13,043 sh | 13,043 | $146.0K |
| Sound Income Strategies6,185 sh | 6,185 | $70.0K |
| Western Wealth Management2,850 sh | 2,850 | $31.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.