PFD Flaherty & Crumrine Preferred and Income Fund Incorporated
PFD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
PFD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0690 |
| June 23, 2026 | $0.0690 |
| May 21, 2026 | $0.0690 |
| April 23, 2026 | $0.0670 |
| March 24, 2026 | $0.0670 |
| Feb. 20, 2026 | $0.0670 |
| Jan. 23, 2026 | $0.0670 |
| Dec. 23, 2025 | $0.0840 |
| Nov. 20, 2025 | $0.0650 |
| Oct. 24, 2025 | $0.0630 |
| Sept. 23, 2025 | $0.0630 |
| Aug. 22, 2025 | $0.0630 |
| July 24, 2025 | $0.0620 |
| June 23, 2025 | $0.0620 |
| May 23, 2025 | $0.0620 |
| April 23, 2025 | $0.0610 |
| March 24, 2025 | $0.0610 |
| Feb. 21, 2025 | $0.0610 |
| Jan. 24, 2025 | $0.0610 |
| Dec. 23, 2024 | $0.0910 |
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Institutional owners (13F) 56 filers · $32.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 5 (-5 vs prior Q) | 3 (-2 vs prior Q) | 15 (+3 vs prior Q) | 14 (0 vs prior Q) | +150K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CIBC Private Wealth Group LLC | $5,305,195 | 441,364 | 16.36% | Shares |
| CIBC Bancorp USA Inc. | $5,133,063 | 441,364 | 15.82% | Shares |
| MORGAN STANLEY | $3,460,041 | 297,510 | 10.67% | Shares |
| Fiera Capital Corp | $2,059,871 | 177,117 | 6.35% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,837,302 | 157,980 | 5.66% | Shares |
| MGO ONE SEVEN LLC | $1,643,496 | 141,315 | 5.07% | Shares |
| UBS Group AG | $1,347,161 | 115,835 | 4.15% | Shares |
| LPL Financial LLC | $1,267,749 | 109,007 | 3.91% | Shares |
| UMB Bank, n.a. | $1,004,518 | 86,373 | 3.10% | Shares |
| OSAIC HOLDINGS, INC. | $918,658 | 78,990 | 2.83% | Shares |
| Smith Asset Management Co., LLC | $845,129 | 72,668 | 2.61% | Shares |
| ROBINSON CAPITAL MANAGEMENT, LLC | $640,499 | 55,073 | 1.97% | Shares |
| 1607 Capital Partners, LLC | $569,917 | 49,004 | 1.76% | Shares |
| Pathway Financial Advisors LLC | $544,212 | 46,996 | 1.68% | Shares |
| WELLS FARGO & COMPANY/MN | $508,778 | 43,747 | 1.57% | Shares |
| ROYAL BANK OF CANADA | $499,000 | 42,868 | 1.54% | Shares |
| Calamos Advisors LLC | $478,284 | 41,125 | 1.47% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $428,320 | 36,829 | 1.32% | Shares |
| RAYMOND JAMES FINANCIAL INC | $383,406 | 32,967 | 1.18% | Shares |
| Bridgewealth Advisory Group, LLC | $297,616 | 25,590 | 0.92% | Shares |
| CreativeOne Wealth, LLC | $269,804 | 23,199 | 0.83% | Shares |
| Capital Investment Advisors, LLC | $263,428 | 22,651 | 0.81% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $233,565 | 20,083 | 0.72% | Shares |
| Kestra Advisory Services, LLC | $209,878 | 18,046 | 0.65% | Shares |
| Beacon Pointe Advisors, LLC | $201,162 | 17,297 | 0.62% | Shares |
| CITADEL ADVISORS LLC | $194,279 | 16,705 | 0.60% | Shares |
| D.A. DAVIDSON & CO. | $193,058 | 16,600 | 0.60% | Shares |
| LongView Wealth Management | $177,997 | 15,305 | 0.55% | Shares |
| Poplar Forest Capital LLC | $173,069 | 15,425 | 0.53% | Shares |
| Signature Wealth Management Partners, LLC | $166,902 | 14,351 | 0.51% | Shares |
| O'ROURKE & COMPANY, Inc | $159,133 | 13,683 | 0.49% | Shares |
| Cetera Investment Advisers | $135,588 | 11,658 | 0.42% | Shares |
| BlackRock, Inc. | $134,129 | 11,533 | 0.41% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127,632 | 11,060 | 0.39% | Shares |
| Rockefeller Capital Management L.P. | $122,498 | 10,532 | 0.38% | Shares |
| FIFTH THIRD BANCORP | $102,821 | 8,841 | 0.32% | Shares |
| Noble Wealth Management PBC | $83,236 | 7,157 | 0.26% | Shares |
| Clear Street Group Inc. | $74,734 | 6,426 | 0.23% | Shares |
| Farther Finance Advisors, LLC | $45,357 | 3,900 | 0.14% | Shares |
| Steward Partners Investment Advisory, LLC | $41,054 | 3,530 | 0.13% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $23,260 | 2,000 | 0.07% | Shares |
| WEBSTER BANK, N. A. | $23,260 | 2,000 | 0.07% | Shares |
| Whipplewood Advisors, LLC | $17,422 | 1,498 | 0.05% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $17,005 | 1,462,183 | 0.05% | Shares |
| Allworth Financial LP | $16,670 | 1,433 | 0.05% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $16,573 | 1,425 | 0.05% | Shares |
| CoreCap Advisors, LLC | $11,630 | 1,000 | 0.04% | Shares |
| COMERICA BANK | $9,377 | 790 | 0.03% | Shares |
| GUGGENHEIM CAPITAL LLC | $5,164 | 444 | 0.02% | Shares |
| US BANCORP \DE\ | $3,489 | 300 | 0.01% | Shares |
| WR Wealth Planners, LLC | $3,271 | 291 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,908 | 250 | 0.01% | Shares |
| Blue Trust, Inc. | $2,326 | 200 | 0.01% | Shares |
| Geneos Wealth Management Inc. | $2,326 | 200 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $203 | 17,460 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $195 | 16,800 | 0.00% | Shares |
Company insiders 9 insiders · 0 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert F Wulf | — | Aug. 19, 2013 P | 1,000 | 0 | 0 | $0 |
| Karen Hanovice Hogan | — | Aug. 6, 2013 P | 700 | 0 | 0 | $0 |
| Chad Conwell | — | June 3, 2013 P | 500 | 0 | 0 | $0 |
| Robert M Ettinger | — | Nov. 7, 2007 P | 10,309 | 0 | 0 | $0 |
| Donald F Crumrine | — | Aug. 14, 2007 P | 5,944 | 0 | 0 | $0 |
| Bradford S Stone | — | Dec. 26, 2006 J | 7,169 | 0 | 0 | $0 |
| Robert E Chadwick | — | Dec. 26, 2006 J | 7,169 | 0 | 0 | $0 |
| David Gale | — | Jan. 24, 2006 P | 2,200 | 0 | 0 | $0 |
| Martin Brody | — | Dec. 27, 2004 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| S.S. OR I.R.S. ID NO. OF ABOVE PERSON The Commerce Group Inc. ID ×9 filings | July 11, 2003 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 16 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EWUS · iShares Trust | 0.34% | 56,601 SH | Aug. 8, 2026 | Daily |
| ISVL · iShares Trust | 0.24% | 312,157 SH | Aug. 8, 2026 | Daily |
| IEUS · iShares Trust | 0.10% | 73,452 SH | Aug. 8, 2026 | Daily |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.06% | 80,686 SH | Aug. 8, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.05% | 2,488,033 SH | Aug. 8, 2026 | Daily |
| SCZ · iShares Trust | 0.04% | 2,322,841 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 35,844 SH | Aug. 8, 2026 | Daily |
| IEUR · iShares Trust | 0.01% | 376,262 SH | Aug. 8, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 1,546,876 SH | Aug. 8, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.01% | 6,236,683 SH | Aug. 8, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.01% | 142,402 SH | Aug. 8, 2026 | Daily |
| IDEV · iShares Trust | 0.01% | 943,751 SH | Aug. 8, 2026 | Daily |
| IXUS · iShares Trust | 0.01% | 1,320,310 SH | Aug. 8, 2026 | Daily |
| IEFA · iShares Trust | 0.01% | 4,007,705 SH | Aug. 8, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 9,337,203 SH | Aug. 8, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 440,097 SH | Aug. 8, 2026 | Daily |