Flaherty & Crumrine PrefXFFCX
13F holders, Q1 2025 (March 31)114holders −4
7new positions
11sold out
1famous investor
$15.87avg. 13F price*
At the end of Q1 2025, 114 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, down 4 from Q4 2024. 7 opened new positions and 11 sold out. The largest holders were Wells Fargo & Company ($16.4M), Invesco Ltd. ($10.8M) and Morgan Stanley ($9.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Flaherty & Crumrine Pref Inc.
- CUSIP
- 338478100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $652K |
| Exits | 11 | $6.8M |
All 13F filers, Q4 2024 → Q1 2025: 587,842 shares bought and 971,649 shares sold, net −383,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Wells Fargo & Company | 0.00% | Add +17.7% | 1,027,275 | $16.4M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 680,579 | $10.8M |
| Morgan Stanley | 0.00% | Reduce -12.8% | 573,012 | $9.1M |
| Cohen & Steers, Inc. | 0.02% | No change | 572,296 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.6% | 431,807 | $6.9M |
| Bank of America Corp. | 0.00% | Add +0.7% | 414,125 | $6.6M |
| 1607 Capital Partners, LLC | 0.47% | Add +18.1% | 366,550 | $5.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.93% | Reduce -3.4% | 355,738 | $5.7M |
| Csenge Advisory Group | 0.29% | Add +38.3% | 340,559 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 305,114 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 286,058 | $4.6M |
| Sit Investment Associates Inc. | 0.10% | No change | 274,282 | $4.4M |
| AQR Arbitrage LLC | 0.15% | Reduce -34.4% | 223,778 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +18.6% | 218,569 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 205,165 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +18.6% | 192,633 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 187,604 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 163,821 | $2.6M |
| Gridiron Partners, LLC | 1.51% | No change | 147,931 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +2.9% | 144,283 | $2.3M |
| UBS Group AG | 0.00% | Add +23.2% | 129,031 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 127,727 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.4% | 127,485 | $2.0M |
| Family Firm, Inc. | 0.45% | Add +1.6% | 126,075 | $2.0M |
| Elevated Capital Advisors, LLC | 0.55% | Reduce -8.7% | 122,242 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 117,333 | $1.9M |
| Smith Asset Management Co., LLC | 1.41% | Add +1.4% | 107,539 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +2.2% | 91,632 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.3% | 87,962 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +17.9% | 74,758 | $1.2M |
| Noble Wealth Management PBC | 0.76% | Reduce -1.0% | 70,150 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -24.2% | 66,876 | $1.1M |
| Compound Planning, Inc. | 0.05% | No change | 66,025 | $1.1M |
| Bard Associates Inc. | 0.38% | No change | 63,843 | $1.0M |
| Mountain Capital Investment Advisors Inc. | 0.20% | Reduce -29.4% | 62,958 | $954K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.5% | 58,204 | $927K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 55,882 | $890K |
| Everstar Asset Management, LLC | 0.56% | No change | 52,700 | $840K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 51,415 | $819K |
| Choreo, LLC | 0.01% | Reduce -0.2% | 51,130 | $815K |
| Lido Advisors, LLC | 0.00% | No change | 46,895 | $747K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.9% | 39,376 | $627K |
| Consolidated Portfolio Review Corp | 0.10% | Reduce -4.4% | 39,168 | $624K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.6% | 38,856 | $619K |
| Seamount Financial Group Inc. | 0.37% | Reduce -0.6% | 33,700 | $537K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.9% | 26,647 | $424K |
| Titleist Asset Management, LLC | 0.05% | Add +7.7% | 25,277 | $403K |
| Jacobi Capital Management LLC | 0.03% | Add +5.2% | 24,460 | $390K |
| Matisse Capital | 0.20% | No change | 23,907 | $381K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 22,773 | $363K |
| Whitener Capital Management, Inc. | 0.10% | Reduce -13.3% | 21,840 | $348K |
| Rivernorth Capital Management, LLC | 0.02% | Reduce -69.5% | 21,615 | $344K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.5% | 21,324 | $340K |
| Sage Capital Advisors,llc | 0.09% | Reduce -9.1% | 21,171 | $337K |
| Spire Wealth Management | 0.01% | Add +2.5% | 20,033 | $319K |
| Smith, Moore & Co. | 0.03% | Add +13.9% | 19,439 | $310K |
| Integrated Capital Management, Inc. | 0.23% | Add +0.7% | 18,221 | $290K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 18,076 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.3% | 17,631 | $281K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.8% | 17,208 | $274K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 17,095 | $272K |
| HighTower Advisors, LLC | 0.00% | Reduce -77.1% | 16,562 | $264K |
| Pines Wealth Management, LLC | 0.12% | Add +27.6% | 17,884 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.1% | 16,293 | $260K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.7% | 15,798 | $252K |
| MML Investors Services, LLC | 0.00% | New | 15,464 | $246K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 15,388 | $245K |
| Robinson Capital Management, LLC | 0.10% | No change | 15,113 | $241K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.0% | 14,685 | $236K |
| International Assets Investment Management, LLC | 0.02% | Add +0.1% | 14,349 | $229K |
| FMR LLC | 0.00% | New | 13,465 | $214K |
| Prairie Wealth Advisors, Inc. | 0.10% | Add +0.8% | 12,800 | $204K |
| Evergreen Capital Management LLC | 0.01% | No change | 12,550 | $200K |
| DF Dent & Co. Inc. | 0.00% | No change | 12,298 | $196K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -25.5% | 12,275 | $196K |
| Millennium Management | 0.00% | Reduce -69.6% | 11,912 | $190K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,773 | $188K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 11,694 | $186K |
| Cerity Partners LLC | 0.00% | No change | 11,262 | $179K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 9,573 | $153K |
| US Bancorp \de | 0.00% | Reduce -42.9% | 9,401 | $150K |
| Comerica Bank | 0.00% | Add +70.0% | 8,615 | $137K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +3.6% | 5,350 | $85K |
| Parallel Advisors, LLC | 0.00% | No change | 5,160 | $82K |
| Future Financial Wealth Managment LLC | 0.06% | Reduce -2.9% | 5,000 | $80K |
| Mather Group, Llc. | 0.00% | Add +25.2% | 4,617 | $74K |
| Allworth Financial LP | 0.00% | No change | 4,218 | $64K |
| Harbour Investments, Inc. | 0.00% | No change | 4,000 | $64K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,810 | $61K |
| IFP Advisors, Inc | 0.00% | No change | 3,500 | $56K |
| Chelsea Counsel Co. | 0.03% | Reduce -0.5% | 3,110 | $50K |
| Sound Income Strategies, LLC | 0.00% | Add +3.5% | 2,935 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +21.7% | 2,800 | $45K |
| Capital Analysts, LLC | 0.00% | No change | 2,531 | $40K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 2,400 | $38K |
| Private Trust Co. NA | 0.00% | Reduce -79.9% | 2,100 | $33K |
| North Star Investment Management Corp. | 0.00% | No change | 2,098 | $33K |
| Cwm, LLC | 0.00% | No change | 1,558 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 1,550 | $25K |
| Hollencrest Capital Management | 0.00% | No change | 1,110 | $18K |
"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.