PFD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $10.69
52W Range $11–$12

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.84Paid monthly
5Y Div CAGR≈-4.5%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.07USD≈7.6%
Aug 24, 2026$0.07USD≈7.3%
Jul 24, 2026$0.07USD≈7.2%
Jun 23, 2026$0.07USD≈7.0%
May 21, 2026$0.07USD≈7.0%
Apr 23, 2026$0.07USD≈6.9%
Mar 24, 2026$0.07USD≈7.1%
Feb 20, 2026$0.07USD≈6.5%
Jan 23, 2026$0.07USD≈6.6%
Dec 23, 2025$0.08USD≈6.5%
Nov 20, 2025$0.07USD≈6.7%
Oct 24, 2025$0.06USD≈6.6%
Sep 23, 2025$0.06USD≈6.4%
Aug 22, 2025$0.06USD≈6.7%
Jul 24, 2025$0.06USD≈6.7%
Jun 23, 2025$0.06USD≈6.8%
May 23, 2025$0.06USD≈6.9%
Apr 23, 2025$0.06USD≈6.9%
Mar 24, 2025$0.06USD≈6.6%
Feb 21, 2025$0.06USD≈6.5%

Institutional owners (13F) 54 filers · $34.5M total · As of Sept. 30, 2026

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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.

Holders 54
Value held $34.5M
New positions 4
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-5 vs prior Q) 3 (-2 vs prior Q) 15 (+1 vs prior Q) 16 (+3 vs prior Q) +182K

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 15.36% Shares
CIBC Bancorp USA Inc. $5,133,063 441,364 14.86% Shares
MORGAN STANLEY $3,460,053 297,511 10.02% Shares
Fiera Capital Corp $2,059,871 177,117 5.96% Shares
BANK OF AMERICA CORP /DE/ $1,837,302 157,980 5.32% Shares
MGO ONE SEVEN LLC $1,643,496 141,315 4.76% Shares
UBS Group AG $1,348,685 115,966 3.90% Shares
LPL Financial LLC $1,267,749 109,007 3.67% Shares
WELLS FARGO & COMPANY/MN $1,083,310 93,148 3.14% Shares
UMB Bank, n.a. $1,004,518 86,373 2.91% Shares
OSAIC HOLDINGS, INC. $993,585 85,433 2.88% Shares
Smith Asset Management Co., LLC $845,129 72,668 2.45% Shares
FIDUCIARY FINANCIAL ADVISORS $704,568 60,582 2.04% Shares
RAYMOND JAMES FINANCIAL INC $684,632 58,868 1.98% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $640,499 55,073 1.85% Shares
1607 Capital Partners, LLC $569,917 49,004 1.65% Shares
Pathway Financial Advisors LLC $544,212 46,996 1.58% Shares
ROYAL BANK OF CANADA $499,000 42,868 1.44% Shares
Calamos Advisors LLC $478,284 41,125 1.38% Shares
COMMONWEALTH EQUITY SERVICES, LLC $428,320 36,829 1.24% Shares
GUGGENHEIM CAPITAL LLC $384,349 33,048 1.11% Shares
Bridgewealth Advisory Group, LLC $297,616 25,590 0.86% Shares
CreativeOne Wealth, LLC $269,804 23,199 0.78% Shares
Capital Investment Advisors, LLC $263,428 22,651 0.76% Shares
CARY STREET PARTNERS FINANCIAL LLC $233,565 20,083 0.68% Shares
Kestra Advisory Services, LLC $209,878 18,046 0.61% Shares
Beacon Pointe Advisors, LLC $201,162 17,297 0.58% Shares
CITADEL ADVISORS LLC $194,279 16,705 0.56% Shares
D.A. DAVIDSON & CO. $193,058 16,600 0.56% Shares
LongView Wealth Management $177,997 15,305 0.52% Shares
Poplar Forest Capital LLC $173,069 15,425 0.50% Shares
Signature Wealth Management Partners, LLC $166,902 14,351 0.48% Shares
O'ROURKE & COMPANY, Inc $159,133 13,683 0.46% Shares
Cetera Investment Advisers $135,588 11,658 0.39% Shares
BlackRock, Inc. $134,129 11,533 0.39% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $127,632 11,060 0.37% Shares
Rockefeller Capital Management L.P. $122,498 10,532 0.35% Shares
COMERICA BANK $104,123 8,772 0.30% Shares
FIFTH THIRD BANCORP $102,821 8,841 0.30% Shares
Noble Wealth Management PBC $101,561 9,430 0.29% Shares
Clear Street Group Inc. $74,734 6,426 0.22% Shares
Farther Finance Advisors, LLC $45,357 3,900 0.13% Shares
Steward Partners Investment Advisory, LLC $41,054 3,530 0.12% 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
CoreCap Advisors, LLC $11,630 1,000 0.03% Shares
US BANCORP \DE\ $3,489 300 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $2,908 250 0.01% Shares

Show all 54 institutional owners →

Activists & 5%+ owners 1 position

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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.

Company insiders 9 insiders · 0 officers · 0 directors

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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

ETF ownership Held by 16 ETFs

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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 0.37% 59,374 SH Sept. 11, 2026 Daily
ISVL · iShares Trust 0.24% 312,157 SH Sept. 11, 2026 Daily
IEUS · iShares Trust 0.10% 71,983 SH Sept. 11, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.06% 77,179 SH Oct. 2, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.05% 2,488,033 SH Aug. 19, 2026 Daily
SCZ · iShares Trust 0.04% 2,245,517 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.01% 36,221 SH Sept. 10, 2026 Daily
IEUR · iShares Trust 0.01% 387,462 SH Sept. 8, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 1,546,876 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.01% 6,236,683 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.01% 142,402 SH Aug. 19, 2026 Daily
IDEV · iShares Trust 0.01% 956,306 SH Sept. 10, 2026 Daily
IXUS · iShares Trust 0.01% 1,319,038 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.01% 4,056,143 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 9,337,203 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 440,097 SH Aug. 19, 2026 Daily

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