Flaherty & Crumrin Pre&inc FPFD
13F holders, Q4 2025 (December 31)49holders −3
3new positions
6sold out
$11.85avg. 13F price*
At the end of Q4 2025, 49 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, down 3 from Q3 2025. 3 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($14.0M), CIBC Private Wealth Group LLC ($5.2M) and Morgan Stanley ($3.5M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $209K |
| Exits | 6 | $759K |
All 13F filers, Q3 2025 → Q4 2025: 317,339 shares bought and 110,629 shares sold, net +206,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Sit Investment Associates Inc. | 0.27% | Add +8.5% | 1,176,356 | $14.0M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 441,364 | $5.2M |
| Morgan Stanley | 0.00% | Add +14.5% | 292,438 | $3.5M |
| Fiera Capital Corp | 0.01% | Add +80.8% | 179,838 | $2.1M |
| Mgo One Seven LLC | 0.04% | Reduce -2.8% | 163,636 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 161,268 | $1.9M |
| UBS Group AG | 0.00% | Add +0.8% | 122,935 | $1.5M |
| Smith Asset Management Co., LLC | 0.97% | Reduce -1.0% | 105,918 | $1.2M |
| LPL Financial LLC | 0.00% | Add +32.9% | 89,580 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 86,373 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 85,730 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 83,011 | $985K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 69,159 | $821K |
| Lido Advisors, LLC | 0.00% | No change | 66,880 | $804K |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 58,912 | $699K |
| 1607 Capital Partners, LLC | 0.05% | Add +56.4% | 56,600 | $672K |
| Robinson Capital Management, LLC | 0.28% | Add +0.1% | 55,073 | $654K |
| Pathway Financial Advisors LLC | 0.07% | No change | 48,196 | $579K |
| Raymond James Financial Inc. | 0.00% | Add +28.2% | 46,574 | $553K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 38,999 | $463K |
| AQR Arbitrage LLC | 0.01% | Reduce -41.3% | 35,599 | $423K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.3% | 33,033 | $392K |
| Bridgewealth Advisory Group, LLC | 0.07% | Reduce -7.7% | 25,590 | $304K |
| Cary Street Partners Financial LLC | 0.01% | Add +58.1% | 23,135 | $275K |
| LongView Wealth Management | 0.06% | No change | 20,450 | $243K |
| Wedbush Securities Inc. | 0.01% | No change | 18,500 | $220K |
| D.A. Davidson & Co. | 0.00% | No change | 16,600 | $197K |
| Signature Wealth Management Partners, LLC | 0.08% | No change | 14,351 | $170K |
| O'ROURKE & COMPANY, Inc | 0.06% | No change | 13,260 | $157K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $155K |
| Capital Investment Advisors, LLC | 0.00% | New | 12,592 | $149K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 11,579 | $137K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $137K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,060 | $133K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 10,273 | $122K |
| Comerica Bank | 0.00% | Add +0.3% | 8,772 | $104K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 6,570 | $78K |
| Noble Wealth Management PBC | 0.03% | No change | 5,405 | $64K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,900 | $46K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -2.5% | 3,640 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 3,000 | $36K |
| Webster Bank, N. A. | 0.00% | New | 2,000 | $24K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -90.4% | 1,000 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.3% | 500 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 295 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $4K |
| 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.