Flaherty & Crumrin Pre&inc FPFD
13F holders, Q2 2026 (June 30)51holders +1
4new positions
3sold out
1famous investor
$11.63avg. 13F price*
At the end of Q2 2026, 51 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($17.0M), CIBC Bancorp USA Inc. ($5.1M) and Morgan Stanley ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 3 | $390K |
All 13F filers, Q1 2026 → Q2 2026: 279,572 shares bought and 97,742 shares sold, net +181,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Sit Investment Associates Inc. | 0.32% | Add +10.8% | 1,462,183 | $17.0M |
| CIBC Bancorp USA Inc. | 0.01% | No change | 441,364 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 297,511 | $3.5M |
| Fiera Capital Corp | 0.01% | Add +3.3% | 177,117 | $2.1M |
| Bank of America Corp. | 0.00% | Add +0.2% | 157,980 | $1.8M |
| Mgo One Seven LLC | 0.03% | Reduce -1.6% | 141,315 | $1.6M |
| UBS Group AG | 0.00% | Add +3.0% | 115,966 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 109,007 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 93,148 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 86,373 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 85,433 | $994K |
| Smith Asset Management Co., LLC | 0.66% | Reduce -1.9% | 72,668 | $845K |
| Fiduciary Financial Advisors | 0.07% | New | 60,582 | $705K |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 58,868 | $685K |
| Robinson Capital Management, LLC | 0.29% | No change | 55,073 | $640K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -38.3% | 49,004 | $570K |
| Pathway Financial Advisors LLC | 0.06% | Reduce -2.5% | 46,996 | $544K |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 42,868 | $499K |
| Calamos Advisors LLC | 0.00% | Add +7.1% | 41,125 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 36,829 | $428K |
| Guggenheim Capital LLC | 0.00% | Add +0.7% | 33,048 | $384K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 25,590 | $298K |
| CreativeOne Wealth, LLC | 0.01% | Add +35.7% | 23,199 | $270K |
| Capital Investment Advisors, LLC | 0.00% | Add +42.6% | 22,651 | $263K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.7% | 20,083 | $234K |
| Kestra Advisory Services, LLC | 0.00% | Add +57.6% | 18,046 | $210K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 17,460 | $203K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -13.0% | 17,297 | $201K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.0% | 16,800 | $195K |
| Citadel Advisors | 0.00% | New | 16,705 | $194K |
| D.A. Davidson & Co. | 0.00% | No change | 16,600 | $193K |
| LongView Wealth Management | 0.05% | Reduce -13.4% | 15,305 | $178K |
| Signature Wealth Management Partners, LLC | 0.08% | No change | 14,351 | $167K |
| O'ROURKE & COMPANY, Inc | 0.06% | No change | 13,683 | $159K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 11,658 | $136K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $134K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,060 | $128K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 10,532 | $122K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 8,841 | $103K |
| Noble Wealth Management PBC | 0.04% | Add +12.6% | 7,157 | $83K |
| Clear Street Group Inc. | 0.00% | Add +8950.7% | 6,426 | $75K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,900 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,530 | $41K |
| Webster Bank, N. A. | 0.00% | No change | 2,000 | $23K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -58.9% | 1,498 | $17K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $17K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $12K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 250 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -44.4% | 200 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $2K |
"% of holder's portfolio" is PFD's weight in each manager's 13F, not the share of Flaherty & Crumrin Pre&inc F the manager owns.