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FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC hedge fund holdings

PFDNYSE
$10.53-0.16 (-1.50% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PFD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-13.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251211$4.06M$1.54M44Aug 14, 2025
Q3 20251615$10.4M$6.65M50Nov 14, 2025
Q4 20251210$3.77M$1.31M46Feb 14, 2026
Q1 20261212$2.86M$2.54M46May 15, 2026
Q2 2026109$3.38M$985K50Aug 14, 2026

Quarterly action breakdown

Q2 2026
50 filers
New position
4
$1.32M+113K sh
Increased
6
$2.07M+178K sh
Reduced
7
-$732K-62.9K sh
Out / sold
2
-$253K-21.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncAdded 10.75%+$1.65M$17M0.32%Aug 12, 2026
Fiduciary Financial AdvisorsNew Buy+$705K$705K0.07%Aug 14, 2026
1607 Capital Partners, LLCReduce 38.28%-$353K$570K0.05%Aug 14, 2026
Capital Investment Advisors, LLCAdded 42.56%+$78.6K$263K0.00%Aug 6, 2026
Sound Income Strategies, LLCSell 100%-$70K$00.00%Jul 20, 2026
Fiera Capital CorpAdded 3.32%+$66.3K$2.06M0.01%Aug 7, 2026
Calamos Advisors LLCAdded 7.14%+$31.9K$478K0.00%Jul 31, 2026
Cary Street Partners Financial LLCReduce 11.66%-$30.8K$234K0.01%Jul 17, 2026
Mgo One Seven LLCReduce 1.65%-$27.5K$1.64M0.03%Jul 31, 2026
LongView Wealth ManagementReduce 13.38%-$27.5K$178K0.05%Jul 17, 2026
Whipplewood Advisors, LLCReduce 58.86%-$24.9K$17.4K0.01%Jul 27, 2026
Smith Asset Management Co., LLCReduce 1.89%-$16.2K$845K0.66%Jul 14, 2026
Pathway Financial Advisors LLCReduce 2.49%-$13.9K$544K0.06%Jul 6, 2026
Noble Wealth Management PBCAdded 12.62%+$9.33K$83.2K0.04%Jul 1, 2026
Wedbush Securities IncReduce 4.00%-$8.13K$195K0.01%Jul 28, 2026
Guggenheim Capital LLCAdded 0.67%+$2.56K$384K0.00%Aug 12, 2026
Geneos Wealth Management Inc.Reduce 44.44%-$1.86K$2.33K0.00%Aug 6, 2026

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