51 institutional investment managers reported PFD positions in their Form 13F filings for Q2 2026, holding 4,001,206 shares worth $46.5M in total. Sit Investment Associates Inc reported the largest position.

Are funds buying or selling PFD?

In Q2 2026, 4 managers opened new PFD positions, 15 added, 16 trimmed and 4 sold out. Managers that filed in both quarters added a net 196,440 shares.

How current is this PFD institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · PFD

Who owns PFD?

Institutional ownership of Flaherty & Crumrine Preferred and Income Fund Incorporated from Form 13F, Q2 2026

51 institutional managers reported holding Flaherty & Crumrine Preferred and Income Fund Incorporated (PFD) in Form 13F filings for Q2 2026, with 4,001,206 shares worth $46.5M. The largest reported holder was Sit Investment Associates Inc. Managers that filed both quarters added a net 196,440 shares (+5.2%). 4 opened new positions and 4 sold out.

Funds holding: 51
Value held: $46.5M
New / sold out: 4 / 4
Net shares, same filers: +5.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of PFD

Fund	Value	Share of 13F holdings	Shares	Move
Sit Investment Associates Inc	$17.0M	36.5%	1,462,183	Added
CIBC Bancorp USA Inc.	$5.1M	11.0%	441,364	Unchanged
Morgan Stanley	$3.5M	7.4%	297,511	Trimmed
Fiera Capital Corp	$2.1M	4.4%	177,117	Added
Bank of America Corp	$1.8M	3.9%	157,980	Added
Mgo One Seven LLC	$1.6M	3.5%	141,315	Trimmed
UBS Group AG	$1.3M	2.9%	115,966	Added
LPL Financial LLC	$1.3M	2.7%	109,007	Trimmed
Wells Fargo & Company	$1.1M	2.3%	93,148	Trimmed
UMB Bank, n.a.	$1.0M	2.2%	86,373	Unchanged
Osaic Holdings, Inc.	$994K	2.1%	85,433	Trimmed
Smith Asset Management Co., LLC	$845K	1.8%	72,668	Trimmed
Fiduciary Financial Advisors	$705K	1.5%	60,582	New
Raymond James Financial Inc	$685K	1.5%	58,868	Added
Robinson Capital Management, LLC	$640K	1.4%	55,073	Unchanged
1607 Capital Partners, LLC	$570K	1.2%	49,004	Trimmed
Pathway Financial Advisors LLC	$544K	1.2%	46,996	Trimmed
Royal Bank of Canada	$499K	1.1%	42,868	Trimmed
Calamos Advisors LLC	$478K	1.0%	41,125	Added
Commonwealth Equity Services, LLC	$428K	0.9%	36,829	Trimmed
Cambridge Investment Research Advisors, Inc.	$406K	0.9%	34,920	New
Guggenheim Capital LLC	$384K	0.8%	33,048	Added
Bridgewealth Advisory Group, LLC	$298K	0.6%	25,590	Unchanged
CreativeOne Wealth, LLC	$270K	0.6%	23,199	Added
Capital Investment Advisors, LLC	$263K	0.6%	22,651	Added

Share of 13F holdings is each fund's shares as a share of the 4,001,206 PFD shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

Sit Investment Associates Inc Added+$1.7M
Fiduciary Financial Advisors New+$705K
Cambridge Investment Research Advisors, Inc. New+$406K
Citadel Advisors LLC New+$194K
Capital Investment Advisors, LLC Added+$79K
Kestra Advisory Services, LLC Added+$77K
Clear Street Group Inc. Added+$74K
CreativeOne Wealth, LLC Added+$71K
Fiera Capital Corp Added+$66K
UBS Group AG Added+$39K

Biggest sellers in Q2 2026

1607 Capital Partners, LLC Trimmed-$353K
Susquehanna International Group, LLP Sold out-$174K
Centaurus Financial, Inc. Sold out-$146K
Royal Bank of Canada Trimmed-$74K
Sound Income Strategies, LLC Sold out-$70K
Morgan Stanley Trimmed-$63K
Wells Fargo & Company Trimmed-$35K
Western Wealth Management, LLC Sold out-$32K
Cary Street Partners Financial LLC Trimmed-$31K
Beacon Pointe Advisors, LLC Trimmed-$30K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $3.5M and sold $1.2M; 15 added and 16 trimmed.

Schedule 13D and 13G filings on PFD

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2025-10-02SIT INVESTMENT ASSOCIATES INC SCHEDULE 13G filed by Flaherty & Crumrine Preferred and Income Fund IncorporatedSchedule 13G

Questions about PFD ownership

Who owns PFD stock?: 51 institutional investment managers reported PFD positions in their Form 13F filings for Q2 2026, holding 4,001,206 shares worth $46.5M in total. Sit Investment Associates Inc reported the largest position.
Are funds buying or selling PFD?: In Q2 2026, 4 managers opened new PFD positions, 15 added, 16 trimmed and 4 sold out. Managers that filed in both quarters added a net 196,440 shares.
How current is this PFD institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PFD by CUSIP. Options are left out. PFD news and filings · PFD insider trades · Top funds