Cetera Investment Advisers
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1666741
SCHAUMBURG, IL
Position in PFD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$129,889
-$7,553 QoQ
Shares Held
11,618
+0.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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 Mar 31, 2026Cetera Investment Advisers holds $1,058,754,012 across 344 Asset Management names. PFD ranks #317 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,806 | $70,018,258 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,726,789 | $61,197,402 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,883,014 | $55,449,439 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
3,211,031 | $53,335,224 | |
| 5 | BX |
Blackstone Inc.
|
427,819 | $49,194,906 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,457,155 | $35,540,010 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
799,536 | $32,357,221 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,708,064 | $29,224,975 |
All Filings in PFD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,889 | 11,618 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $137,442 | 11,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $138,710 | 11,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $122,803 | 10,858 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $121,478 | 10,827 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $121,358 | 10,797 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $125,032 | 10,463 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $108,930 | 10,434 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $130,089 | 12,261 | Shares | Sole | 2024-05-24 | |
| 2023-03-31 | $109,930 | 10,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $113,444 | 10,211 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $108,338 | 10,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,148 | 10,211 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $153,028 | 11,041 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $199,255 | 11,386 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $179,443 | 11,386 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $256,779 | 15,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $242,250 | 13,671 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $242,484 | 12,796 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||