Flaherty & Crumrin Pre&inc FPFD
13F holders, Q3 2025 (September 30)52holders +5
11new positions
7sold out
$11.99avg. 13F price*
At the end of Q3 2025, 52 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, up 5 from Q2 2025. 11 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($13.0M), CIBC Private Wealth Group LLC ($5.3M) and Morgan Stanley ($3.1M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.9M |
| Exits | 7 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,020,706 shares bought and 487,431 shares sold, net +533,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Sit Investment Associates Inc. | 0.26% | Add +90.8% | 1,084,394 | $13.0M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 441,364 | $5.3M |
| Morgan Stanley | 0.00% | Add +2.5% | 255,309 | $3.1M |
| Mgo One Seven LLC | 0.05% | New | 168,292 | $2.0M |
| Bank of America Corp. | 0.00% | Add +5.5% | 163,028 | $2.0M |
| UBS Group AG | 0.00% | Reduce -7.1% | 121,919 | $1.5M |
| Smith Asset Management Co., LLC | 1.03% | Add +40.5% | 106,993 | $1.2M |
| Fiera Capital Corp | 0.00% | New | 99,494 | $1.2M |
| UMB Bank, n.a. | 0.02% | No change | 86,373 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 82,386 | $951K |
| Wells Fargo & Company | 0.00% | Add +12.3% | 75,920 | $913K |
| LPL Financial LLC | 0.00% | Add +61.2% | 67,407 | $810K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 66,880 | $804K |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 61,517 | $739K |
| AQR Arbitrage LLC | 0.03% | Reduce -33.3% | 60,680 | $729K |
| Robinson Capital Management, LLC | 0.48% | No change | 55,008 | $661K |
| Calamos Advisors LLC | 0.00% | New | 52,338 | $629K |
| Pathway Financial Advisors LLC | 0.08% | No change | 48,196 | $579K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 38,576 | $464K |
| Raymond James Financial Inc. | 0.00% | Reduce -79.5% | 36,329 | $437K |
| 1607 Capital Partners, LLC | 0.03% | New | 36,200 | $435K |
| Guggenheim Capital LLC | 0.00% | Reduce -4.6% | 33,456 | $402K |
| Pathstone Holdings, LLC | 0.00% | New | 32,487 | $390K |
| Bridgewealth Advisory Group, LLC | 0.08% | No change | 27,733 | $333K |
| CreativeOne Wealth, LLC | 0.01% | Add +154.9% | 26,000 | $313K |
| LongView Wealth Management | 0.07% | Reduce -10.2% | 20,450 | $246K |
| Wedbush Securities Inc. | 0.01% | No change | 18,500 | $222K |
| D.A. Davidson & Co. | 0.00% | No change | 16,600 | $200K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -67.4% | 14,635 | $176K |
| Signature Wealth Management Partners, LLC | 0.09% | No change | 14,351 | $172K |
| O'ROURKE & COMPANY, Inc | 0.07% | Add +6.7% | 13,260 | $159K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $157K |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 11,540 | $139K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $139K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.5% | 11,060 | $131K |
| IFP Advisors, Inc | 0.00% | Reduce -7.5% | 10,433 | $125K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,144 | $122K |
| Comerica Bank | 0.00% | Add +0.3% | 8,741 | $105K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 6,535 | $78K |
| Noble Wealth Management PBC | 0.03% | — | 5,405 | $65K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,900 | $47K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -2.3% | 3,732 | $45K |
| Pathway Financial Advisers, LLC | 0.01% | New | 2,664 | $32K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 510 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 295 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $4K |
| Crews Bank & Trust | 0.00% | New | 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.