PFD — FLAHERTY & CRUMRINE PFD INCO

Ownership history in MGO ONE SEVEN LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which MGO ONE SEVEN 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
0.05% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 163,636 -4,656 -2.8% 0.04% $1.9M $11.74
2025 Q3 INITIATED 168,292 — — 0.05% $2.0M $11.67
% 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% LongView Wealth Management 0.06% 1607 Capital Partners, LLC 3Y 7Y 0.05% Whipplewood Advisors, LLC 0.03% AQR Arbitrage LLC 3Y 7Y 0.01%
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