ACTION POINT FINANCIAL PLANNING, LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 2116119
GRAND RAPIDS, MI
Position in PFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$704,557
New position
Shares Held
60,582
first reported quarter
Ownership
0.471%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#13
of 51 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $3,320,706 across 71 Asset Management names. PFD ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
This page
|
60,582 | $704,557 | |
| 2 | BX |
Blackstone Inc.
|
3,167 | $372,654 | |
| 3 | MHD |
Blackrock Muniholdings Fund, Inc.
|
28,007 | $333,282 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
15,290 | $222,314 | |
| 5 | BLK |
BlackRock, Inc.
|
203 | $195,191 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
4,553 | $193,900 | |
| 7 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
6,262 | $129,434 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
7,497 | $125,198 |
All Filings in PFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,557 | 60,582 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||