Flaherty & Crumrin Pre&inc FPFD
13F holders, Q2 2025 (June 30)47holders −1
5new positions
6sold out
$11.31avg. 13F price*
At the end of Q2 2025, 47 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, down 1 from Q1 2025. 5 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($6.4M), CIBC Private Wealth Group LLC ($5.0M) and Morgan Stanley ($2.8M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $643K |
| Exits | 6 | $554K |
All 13F filers, Q1 2025 → Q2 2025: 317,447 shares bought and 163,070 shares sold, net +154,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Sit Investment Associates Inc. | 0.14% | Add +35.3% | 568,232 | $6.4M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 441,364 | $5.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 248,980 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 177,337 | $2.0M |
| Bank of America Corp. | 0.00% | Add +9.2% | 154,578 | $1.7M |
| Matisse Capital | 0.72% | No change | 134,805 | $1.5M |
| UBS Group AG | 0.00% | Add +1.8% | 131,211 | $1.5M |
| AQR Arbitrage LLC | 0.04% | Reduce -8.5% | 91,021 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 89,755 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 86,373 | $977K |
| Smith Asset Management Co., LLC | 0.74% | Add +1.7% | 76,132 | $861K |
| Wells Fargo & Company | 0.00% | Reduce -46.4% | 67,588 | $764K |
| Royal Bank of Canada | 0.00% | Reduce -27.4% | 67,241 | $761K |
| Lido Advisors, LLC | 0.00% | Add +1.7% | 65,811 | $744K |
| Wolverine Asset Management LLC | 0.05% | Add +197.2% | 55,383 | $626K |
| Robinson Capital Management, LLC | 0.26% | No change | 55,008 | $622K |
| Rivernorth Capital Management, LLC | 0.03% | Reduce -20.1% | 52,298 | $591K |
| Pathway Financial Advisors LLC | 0.08% | Add +63.7% | 48,196 | $545K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.1% | 44,835 | $507K |
| LPL Financial LLC | 0.00% | Reduce -7.0% | 41,806 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Add +115.6% | 41,489 | $469K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.1% | 35,060 | $397K |
| Bridgewealth Advisory Group, LLC | 0.08% | New | 27,733 | $314K |
| LongView Wealth Management | 0.08% | No change | 22,780 | $258K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.8% | 18,500 | $209K |
| D.A. Davidson & Co. | 0.00% | No change | 16,600 | $188K |
| Signature Wealth Management Partners, LLC | 0.09% | New | 14,351 | $162K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $148K |
| O'ROURKE & COMPANY, Inc | 0.07% | No change | 12,426 | $141K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,087 | $138K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $130K |
| IFP Advisors, Inc | 0.00% | Reduce -15.9% | 11,284 | $128K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 10,858 | $123K |
| Byrne Financial Freedom, LLC | 0.06% | No change | 10,600 | $120K |
| CreativeOne Wealth, LLC | 0.00% | New | 10,200 | $115K |
| Comerica Bank | 0.00% | Add +0.3% | 8,711 | $99K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 6,503 | $74K |
| Whipplewood Advisors, LLC | 0.02% | New | 3,820 | $43K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $14K |
| MAI Capital Management | 0.00% | New | 750 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $8K |
| Evolution Wealth Management Inc. | 0.01% | — | 648 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 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.