PFD — FLAHERTY & CRUMRINE PFD INCO

Ownership history in Bridgewealth Advisory Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bridgewealth Advisory Group, LLC reported a position in FLAHERTY & CRUMRINE PFD INCO (PFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q4)
Avg. % of fund
0.07%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,590 -2,143 -7.7% 0.07% $304K $11.74
2025 Q3 UNCHANGED 27,733 — 0% 0.08% $333K $11.67
2025 Q2 UNCHANGED 27,733 — 0% 0.08% $314K $10.81
2024 Q4 ADDED 27,733 +14,688 +112.6% 0.09% $316K $10.39
2024 Q3 INITIATED 13,045 — — 0.06% $156K $10.84
% of Fund (quarterly)    PFD price (monthly, adj. close)

Other funds also holding PFD

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.28% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.27% Signature Wealth Management Partners, LLC 3Y 0.08% Pathway Financial Advisors LLC 3Y 7Y 0.07% O'ROURKE & COMPANY, Inc 3Y 0.06% LongView Wealth Management 0.06% 1607 Capital Partners, LLC 3Y 7Y 0.05% MGO ONE SEVEN LLC 3Y 7Y 0.04% Whipplewood Advisors, LLC 0.03% AQR Arbitrage LLC 3Y 7Y 0.01%
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