Pathway Financial Advisors LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1738828
SOUTH BURLINGTON, VT
Position in PFD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$546,563
+$7,732 QoQ
Shares Held
46,996
-2.5% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2
of 17 holders
Holding Since
Jun 2024
9 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, 2026Pathway Financial Advisors LLC holds $806,947 across 2 Asset Management names. PFD ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
This page
|
46,996 | $546,563 | |
| 2 | GLQ |
Clough Global Equity Fund
|
30,207 | $260,384 |
All Filings in PFD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,563 | 46,996 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $538,831 | 48,196 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $572,086 | 48,196 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $579,315 | 48,196 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $545,096 | 48,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $330,384 | 29,446 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $186,887 | 16,627 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $202,194 | 16,920 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $247,876 | 23,743 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||