PFD
Flaherty & Crumrine Preferred & Income Fund IncCompany with tickers: PFD
CIK
868578
CUSIP
338480106
Shares Outstanding
12,852,556
Website
https://www.preferredincome.com
13F Activity (30d)
13 filings
13 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 43
Total Value: $18,727,388
Total Shares: 1,675,081
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 43 13F filers · Δ vs Dec 31, 2025Top Holder
26.3%
+3.0 pts
Top 5
56.9%
+3.4 pts
Top 10
76.0%
+1.6 pts
HHI
1,049
Broadly held+138
Quarterly Activity
vs Dec 31, 2025
New
9
Increased
10
Decreased
10
Sold Out
8
Unchanged
14
Holder count:
+1
Institutional value:
-16.7%
Shares held:
-11.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | +20,312 | 109,892 | |
| Mega RAYMOND JAMES FINANCIAL INC | +9,590 | 56,164 | |
| Mid Capital Investment Advisors, LLC | +3,297 | 15,889 | |
| Large OSAIC HOLDINGS, INC. | +3,281 | 86,292 | |
| Large Steward Partners Investment Advisory, LLC | +3,030 | 3,530 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Smith Asset Management Co., LLC | −31,853 | 74,065 | |
| Large Calamos Advisors LLC | −30,776 | 38,383 | |
| Mid MGO ONE SEVEN LLC | −19,954 | 143,682 | |
| Large Fiera Capital Corp | −8,418 | 171,420 | |
| Small LongView Wealth Management | −2,780 | 17,670 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large CIBC Bancorp USA Inc. | 441,364 | $4,934,449 | |
| Mid Beacon Pointe Advisors, LLC | 19,889 | $222,359 | |
| Mid CreativeOne Wealth, LLC | 17,100 | $191,178 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,568 | $174,050 | |
| Large Kestra Advisory Services, LLC | 11,453 | $128,044 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large CIBC Private Wealth Group LLC | 441,364 | $5,238,990 | |
| Mega UBS Group AG | 122,935 | $1,459,237 | |
| Large Lido Advisors, LLC | 66,880 | $793,865 | |
| Mid AQR Arbitrage LLC | 35,599 | $422,560 | |
| Large COMERICA BANK | 8,772 | $104,123 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large CIBC Bancorp USA Inc. Bank | $4,934,449 | 26.35% | 441,364 | Shares | Defined | 2026-05-12 | ||||
| Large Fiera Capital Corp | $1,916,475 | 10.23% | 171,420 | Shares | Other | 2026-05-12 | ||||
| Mid MGO ONE SEVEN LLC | $1,606,364 | 8.58% | 143,682 | Shares | Sole | 2026-05-14 | ||||
| Mega LPL Financial LLC | $1,228,592 | 6.56% | 109,892 | Shares | Sole | 2026-05-06 | ||||
| Mid UMB Bank, n.a. | $965,650 | 5.16% | 86,373 | Shares | Sole | 2026-05-11 | ||||
| Large OSAIC HOLDINGS, INC. | $964,743 | 5.15% | 86,292 | Shares | Defined | 2026-05-15 | ||||
| Small Smith Asset Management Co., LLC | $828,046 | 4.42% | 74,065 | Shares | Sole | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $627,913 | 3.35% | 56,164 | Shares | Defined | 2026-05-14 | ||||
| Small ROBINSON CAPITAL MANAGEMENT, LLC | $615,716 | 3.29% | 55,073 | Shares | Sole | 2026-05-11 | ||||
| Micro Pathway Financial Advisors LLC | $538,831 | 2.88% | 48,196 | Shares | Sole | 2026-04-08 | ||||
| Large Calamos Advisors LLC | $429,121 | 2.29% | 38,383 | Shares | Sole | 2026-05-04 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $417,226 | 2.23% | 37,319 | Shares | Sole | 2026-04-27 | ||||
| Large GUGGENHEIM CAPITAL LLC | $367,016 | 1.96% | 32,828 | Shares | Defined | 2026-05-15 | ||||
| Micro Bridgewealth Advisory Group, LLC | $286,096 | 1.53% | 25,590 | Shares | Sole | 2026-05-15 | ||||
| Mid CARY STREET PARTNERS FINANCIAL LLC | $254,177 | 1.36% | 22,735 | Shares | Defined | 2026-04-29 | ||||
| Mid Beacon Pointe Advisors, LLC | $222,359 | 1.19% | 19,889 | Shares | Sole | 2026-05-15 | ||||
| Small LongView Wealth Management | $197,550 | 1.05% | 17,670 | Shares | Sole | 2026-04-15 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $195,650 | 1.04% | 17,500 | Shares | Sole | 2026-04-21 | ||||
| Mid CreativeOne Wealth, LLC | $191,178 | 1.02% | 17,100 | Shares | Sole | 2026-05-15 | ||||
| Mid D.A. DAVIDSON & CO. | $185,588 | 0.99% | 16,600 | Shares | Sole | 2026-05-05 | ||||
| Mid Capital Investment Advisors, LLC | $177,639 | 0.95% | 15,889 | Shares | Sole | 2026-04-17 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $174,050 | 0.93% | 15,568 | Shares | Other | 2026-05-15 | ||||
| Small Signature Wealth Management Partners, LLC | $160,444 | 0.86% | 14,351 | Shares | Sole | 2026-04-21 | ||||
| Small O'ROURKE & COMPANY, Inc | $152,975 | 0.82% | 13,683 | Shares | Sole | 2026-05-14 | ||||
| Small CENTAURUS FINANCIAL, INC. | $145,820 | 0.78% | 13,043 | Shares | Sole | 2026-05-18 | ||||
| Large Cetera Investment Advisers | $129,889 | 0.69% | 11,618 | Shares | Sole | 2026-05-13 | ||||
| Large Kestra Advisory Services, LLC | $128,044 | 0.68% | 11,453 | Shares | Sole | 2026-04-30 | ||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $123,650 | 0.66% | 11,060 | Shares | Sole | 2026-04-08 | ||||
| Large Rockefeller Capital Management L.P. | $116,272 | 0.62% | 10,400 | Shares | Defined | 2026-05-14 | ||||
| Large FIFTH THIRD BANCORP Bank | $98,451 | 0.53% | 8,806 | Shares | Defined | 2026-05-01 | ||||
| Small Noble Wealth Management PBC | $71,048 | 0.38% | 6,355 | Shares | Sole | 2026-04-02 | ||||
| Mid Sound Income Strategies, LLC | $69,148 | 0.37% | 6,185 | Shares | Sole | 2026-04-27 | ||||
| Mid Farther Finance Advisors, LLC | $43,602 | 0.23% | 3,900 | Shares | Sole | 2026-04-07 | ||||
| Micro Whipplewood Advisors, LLC | $40,706 | 0.22% | 3,641 | Shares | Sole | 2026-04-30 | ||||
| Large Steward Partners Investment Advisory, LLC | $39,465 | 0.21% | 3,530 | Shares | Sole | 2026-05-08 | ||||
| Mid Western Wealth Management, LLC | $31,863 | 0.17% | 2,850 | Shares | Sole | 2026-05-19 | ||||
| Small WEBSTER BANK, N. A. | $22,360 | 0.12% | 2,000 | Shares | Sole | 2026-04-17 | ||||
| Mid Allworth Financial LP | $16,020 | 0.09% | 1,433 | Shares | Sole | 2026-05-15 | ||||
| Mid Geneos Wealth Management Inc. | $4,024 | 0.02% | 360 | Shares | Sole | 2026-05-05 | ||||
| Large US BANCORP \DE\ Bank | $3,354 | 0.02% | 300 | Shares | Defined | 2026-05-15 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $2,795 | 0.01% | 250 | Shares | Sole | 2026-04-06 | ||||
| Mid Blue Trust, Inc. | $2,236 | 0.01% | 200 | Shares | Sole | 2026-04-20 | ||||
| Large Clear Street Group Inc. | $793 | 0.00% | 71 | Shares | Sole | 2026-05-15 | ||||
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