Flaherty & Crumrin Pre&inc FPFD
13F holders, Q1 2026 (March 31)50holders +1
7new positions
5sold out
$11.19avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($14.8M), CIBC Bancorp USA Inc. ($4.9M) and Morgan Stanley ($3.4M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $818K |
| Exits | 5 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 301,730 shares bought and 227,855 shares sold, net +73,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Sit Investment Associates Inc. | 0.30% | Add +12.2% | 1,320,217 | $14.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 441,364 | $4.9M |
| Morgan Stanley | 0.00% | Add +3.6% | 302,890 | $3.4M |
| Fiera Capital Corp | 0.01% | Reduce -4.7% | 171,420 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 157,651 | $1.8M |
| Mgo One Seven LLC | 0.03% | Reduce -12.2% | 143,682 | $1.6M |
| UBS Group AG | 0.00% | Reduce -8.4% | 112,617 | $1.3M |
| LPL Financial LLC | 0.00% | Add +22.7% | 109,892 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +12.2% | 96,163 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 86,373 | $966K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 86,292 | $965K |
| 1607 Capital Partners, LLC | 0.06% | Add +40.3% | 79,397 | $888K |
| Smith Asset Management Co., LLC | 0.71% | Reduce -30.1% | 74,065 | $828K |
| Robinson Capital Management, LLC | 0.29% | No change | 55,073 | $645K |
| Raymond James Financial Inc. | 0.00% | Add +20.6% | 56,164 | $628K |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 49,217 | $550K |
| Pathway Financial Advisors LLC | 0.07% | No change | 48,196 | $542K |
| Calamos Advisors LLC | 0.00% | Reduce -44.5% | 38,383 | $429K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 37,319 | $417K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.6% | 32,828 | $367K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 25,590 | $286K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.7% | 22,735 | $254K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 19,889 | $222K |
| LongView Wealth Management | 0.05% | Reduce -13.6% | 17,670 | $203K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.4% | 17,500 | $196K |
| CreativeOne Wealth, LLC | 0.00% | New | 17,100 | $191K |
| D.A. Davidson & Co. | 0.00% | No change | 16,600 | $186K |
| Capital Investment Advisors, LLC | 0.00% | Add +26.2% | 15,889 | $178K |
| Susquehanna International Group, LLP | 0.00% | New | 15,568 | $174K |
| Signature Wealth Management Partners, LLC | 0.08% | No change | 14,351 | $160K |
| O'ROURKE & COMPANY, Inc | 0.06% | Add +3.2% | 13,683 | $153K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $146K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 11,618 | $130K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $129K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,453 | $128K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,060 | $124K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 10,400 | $116K |
| Fifth Third Bancorp | 0.00% | New | 8,806 | $98K |
| Noble Wealth Management PBC | 0.04% | Add +17.6% | 6,355 | $71K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.9% | 6,185 | $70K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,900 | $44K |
| Whipplewood Advisors, LLC | 0.02% | Add +0.0% | 3,641 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +606.0% | 3,530 | $39K |
| Webster Bank, N. A. | 0.00% | No change | 2,000 | $22K |
| Allworth Financial LP | 0.00% | No change | 1,433 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 250 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $2K |
| Clear Street Group Inc. | 0.00% | New | 71 | $794 |
"% 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.