PFO institutional holders

FLAHERTY & CRUMRINE PFD INCO · 13F, 2026Q2

Managers holding50
Shares held4,107,573
Reported value$37.9m
Quarter flows7 new, 19 added, 12 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC1,720,165$15.9m0.3%
CIBC Bancorp USA Inc.588,511$5.4m0.0%
1607 Capital Partners, LLC200,178$1.8m0.2%
Private Advisor Group, LLC175,625$1.6m0.0%
Fiera Capital Corp128,673$1.2m0.0%
Cambridge Investment Research Advisors, Inc.127,930$1.2m0.0%
Pathstone Holdings, LLC101,525$938,0910.0%
Noble Wealth Management PBC100,360$927,3240.4%
Closed-End Fund Advisors, Inc.94,929$877,1440.9%
D.A. DAVIDSON & CO.89,474$826,7470.0%
MUSTICO FINANCIAL GROUP, INC.83,652$757,0830.5%
MORGAN STANLEY77,677$717,7350.0%
Atlas Wealth LLC57,449$530,8290.1%
LPL Financial LLC54,614$504,6350.0%
Arax Advisory Partners54,038$499,3140.0%
Baird Financial Group, Inc.41,928$387,4150.0%
Sowell Financial Services LLC39,073$361,0350.0%
WELLS FARGO & COMPANY/MN36,061$333,2050.0%
Smith Asset Management Co., LLC30,718$283,8340.2%
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$272,5800.0%
GUGGENHEIM CAPITAL LLC25,636$236,8770.0%
OSAIC HOLDINGS, INC.24,398$225,4380.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC22,537$208,2420.0%
TrueMark Investments, LLC22,537$208,2420.0%
Logan Stone Capital, LLC16,984$156,9320.0%

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

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