Pathway Financial Advisors »

Flaherty & Crumrine Pref. Income shares owned by Pathway Financial Advisors

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Pathway Financial Advisors from 13F filings

Historical chart of Pathway Financial Advisors investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Pathway Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $579k 48k 12.02
2025-06-30 $545k 48k 11.31
2025-03-31 $330k 29k 11.22
2024-12-31 $187k 17k 11.24
2024-09-30 $202k 17k 11.95
2024-06-30 $248k 24k 10.44

More positions owned by Pathway Financial Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Instl Index Ultra-short Trea (VGUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Global Mater Etf (MXI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Pathway Financial Advisors

Top funds holding Flaherty & Crumrine Pref. Income

Sit Investment Associates
Atlantic Trust
Morgan Stanley
We Are One Seven
UBS Group
Smith Asset Management
Fiera Capital Corporation
Umb Bank N A
Advisor Group Holdings
Wells Fargo & Company
LPL Financial
Lido Advisors
Royal Bank of Canada
CNH Partners
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income