PFD — FLAHERTY & CRUMRINE PFD INCO

Ownership history in LongView Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management 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
0.13% (2023 Q4)
Avg. % of fund
0.09%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 20,450 — 0% 0.06% $243K $11.74
2025 Q3 REDUCED 20,450 -2,330 -10.2% 0.07% $246K $11.67
2025 Q2 UNCHANGED 22,780 — 0% 0.08% $258K $10.81
2025 Q1 UNCHANGED 22,780 — 0% 0.08% $256K $10.54
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Bridgewealth Advisory Group, LLC 3Y 0.07% O'ROURKE & COMPANY, Inc 3Y 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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