PFD institutional holders

FLAHERTY & CRUMRINE PFD INCO · 13F, 2026Q2

Managers holding51
Shares held4,001,206
Reported value$46.5m
Quarter flows4 new, 15 added, 16 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC1,462,183$17.0m0.3%
CIBC Bancorp USA Inc.441,364$5.1m0.0%
MORGAN STANLEY297,511$3.5m0.0%
Fiera Capital Corp177,117$2.1m0.0%
BANK OF AMERICA CORP /DE/157,980$1.8m0.0%
MGO ONE SEVEN LLC141,315$1.6m0.0%
UBS Group AG115,966$1.3m0.0%
LPL Financial LLC109,007$1.3m0.0%
WELLS FARGO & COMPANY/MN93,148$1.1m0.0%
UMB Bank, n.a.86,373$1.0m0.0%
OSAIC HOLDINGS, INC.85,433$993,5850.0%
Smith Asset Management Co., LLC72,668$845,1290.7%
FIDUCIARY FINANCIAL ADVISORS60,582$704,5680.1%
RAYMOND JAMES FINANCIAL INC58,868$684,6320.0%
ROBINSON CAPITAL MANAGEMENT, LLC55,073$640,4990.3%
1607 Capital Partners, LLC49,004$569,9170.1%
Pathway Financial Advisors LLC46,996$544,2120.1%
ROYAL BANK OF CANADA42,868$499,0000.0%
Calamos Advisors LLC41,125$478,2840.0%
COMMONWEALTH EQUITY SERVICES, LLC36,829$428,3200.0%
Cambridge Investment Research Advisors, Inc.34,920$406,0000.0%
GUGGENHEIM CAPITAL LLC33,048$384,3490.0%
Bridgewealth Advisory Group, LLC25,590$297,6160.1%
CreativeOne Wealth, LLC23,199$269,8040.0%
Capital Investment Advisors, LLC22,651$263,4280.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFD"). PFD price history · All 13F data

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