Signature Wealth Management Partners, LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1824694
MONTVALE, NJ
Position in PFD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$166,902
+$6,458 QoQ
Shares Held
14,351
0.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#11
of 19 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $1,076,291 across 4 Asset Management names. PFD ranks #3 (15.5% of the industry book) .
All Filings in PFD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,902 | 14,351 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $160,444 | 14,351 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $170,346 | 14,351 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $172,499 | 14,351 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $162,309 | 14,351 | Shares | Sole | 2025-07-22 | |
| 2023-03-31 | $152,264 | 14,351 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $159,439 | 14,351 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $152,264 | 14,351 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $180,105 | 14,351 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $198,904 | 14,351 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $251,142 | 14,351 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $226,171 | 14,351 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $239,661 | 14,351 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $254,299 | 14,351 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||