LPL Financial LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1403438
FORT MILL, SC
Position in PFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,267,751
+$39,159 QoQ
Shares Held
109,007
-0.8% QoQ
Ownership
0.848%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 51 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. PFD ranks #300 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in PFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,751 | 109,007 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,228,592 | 109,892 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,063,314 | 89,580 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $810,232 | 67,407 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $472,825 | 41,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $504,238 | 44,941 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $432,548 | 38,483 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $483,198 | 40,435 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $396,312 | 37,961 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $400,516 | 37,749 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $389,637 | 39,437 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,963 | 43,479 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $442,033 | 44,831 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $464,442 | 43,774 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $516,659 | 46,504 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $403,795 | 38,058 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $458,652 | 36,546 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $689,479 | 49,746 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $762,317 | 43,561 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $577,351 | 36,634 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $681,059 | 40,782 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $731,782 | 41,297 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $782,426 | 41,289 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $785,067 | 47,551 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $424,405 | 29,229 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $339,818 | 28,154 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||