Flaherty & Crumrine PrefXFFCX
13F holders, Q2 2025 (June 30)112holders −2
13new positions
14sold out
$16.27avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, down 2 from Q1 2025. 13 opened new positions and 14 sold out. The largest holders were Wells Fargo & Company ($14.8M), Invesco Ltd. ($12.4M) and Morgan Stanley ($9.4M).
- Company
- Flaherty & Crumrine Pref Inc.
- CUSIP
- 338478100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.9M |
| Exits | 14 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,054,834 shares bought and 593,011 shares sold, net +461,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Wells Fargo & Company | 0.00% | Reduce -11.6% | 908,466 | $14.8M |
| Invesco Ltd. | 0.00% | Add +12.1% | 763,056 | $12.4M |
| Morgan Stanley | 0.00% | Add +0.2% | 574,174 | $9.4M |
| Cohen & Steers, Inc. | 0.02% | No change | 572,296 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 489,280 | $8.0M |
| Bard Associates Inc. | 2.34% | Add +598.0% | 445,640 | $7.3M |
| Sit Investment Associates Inc. | 0.15% | Add +52.4% | 418,047 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 400,569 | $6.5M |
| Thomas J. Herzfeld Advisors, Inc. | 2.24% | Add +8.6% | 386,181 | $6.3M |
| 1607 Capital Partners, LLC | 0.50% | Add +2.4% | 375,350 | $6.1M |
| Csenge Advisory Group | 0.28% | Reduce -0.8% | 337,663 | $5.3M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +33.8% | 292,421 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 288,786 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 285,383 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +27.9% | 240,041 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 207,465 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 159,336 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +10.0% | 158,715 | $2.6M |
| Gridiron Partners, LLC | 1.50% | No change | 147,931 | $2.4M |
| AQR Arbitrage LLC | 0.08% | Reduce -37.4% | 140,043 | $2.3M |
| Family Firm, Inc. | 0.51% | Add +3.7% | 130,782 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -34.9% | 125,399 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Reduce -2.6% | 124,186 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 122,732 | $2.0M |
| Elevated Capital Advisors, LLC | 0.55% | No change | 122,242 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 119,502 | $1.9M |
| UBS Group AG | 0.00% | Reduce -19.9% | 103,338 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +2.1% | 93,547 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.3% | 85,932 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +8.6% | 81,216 | $1.3M |
| Smith Asset Management Co., LLC | 1.00% | Reduce -33.6% | 71,364 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -0.8% | 65,525 | $1.1M |
| Mountain Capital Investment Advisors Inc. | 0.20% | Reduce -0.1% | 62,924 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.6% | 59,032 | $962K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.8% | 58,651 | $955K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.3% | 50,241 | $832K |
| Everstar Asset Management, LLC | 0.48% | Reduce -9.1% | 47,900 | $780K |
| Lido Advisors, LLC | 0.00% | No change | 46,895 | $764K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -37.4% | 41,886 | $682K |
| Consolidated Portfolio Review Corp | 0.09% | Add +1.1% | 39,597 | $645K |
| Western Wealth Management, LLC | 0.03% | Reduce -8.4% | 35,579 | $580K |
| Seamount Financial Group Inc. | 0.28% | Add +0.8% | 33,955 | $553K |
| &partners | 0.00% | New | 33,011 | $538K |
| Choreo, LLC | 0.01% | Reduce -42.0% | 29,662 | $483K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 29,353 | $478K |
| Wedbush Securities Inc. | 0.02% | Add +0.0% | 26,653 | $434K |
| Jacobi Capital Management LLC | 0.03% | Add +8.0% | 26,410 | $430K |
| Titleist Asset Management, LLC | 0.04% | No change | 25,277 | $412K |
| Smith, Moore & Co. | 0.03% | Add +24.9% | 24,289 | $396K |
| Ceera Investments, LLC | 0.12% | New | 24,170 | $394K |
| Matisse Capital | 0.18% | No change | 23,907 | $389K |
| Whitener Capital Management, Inc. | 0.10% | Add +8.9% | 23,785 | $387K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -43.8% | 22,123 | $360K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.3% | 21,252 | $346K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 20,951 | $341K |
| Spire Wealth Management | 0.01% | Add +1.8% | 20,392 | $332K |
| Sage Capital Advisors,llc | 0.08% | Reduce -9.1% | 19,244 | $313K |
| Integrated Capital Management, Inc. | 0.23% | Add +2.0% | 18,582 | $303K |
| Pines Wealth Management, LLC | 0.10% | No change | 17,884 | $296K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 18,076 | $294K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 16,815 | $274K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.5% | 16,534 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.1% | 16,021 | $261K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 15,562 | $254K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 15,388 | $251K |
| Robinson Capital Management, LLC | 0.10% | No change | 15,113 | $246K |
| International Assets Investment Management, LLC | 0.02% | Add +1.5% | 14,567 | $237K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.6% | 13,184 | $215K |
| HRT Financial LP | 0.00% | New | 13,003 | $211K |
| Prairie Wealth Advisors, Inc. | 0.09% | Add +0.4% | 12,850 | $209K |
| Evergreen Capital Management LLC | 0.01% | No change | 12,550 | $204K |
| Silver Oak Securities, Incorporated | 0.02% | New | 12,441 | $203K |
| DF Dent & Co. Inc. | 0.00% | No change | 12,298 | $200K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,773 | $192K |
| MML Investors Services, LLC | 0.00% | Reduce -24.6% | 11,666 | $190K |
| First Heartland Consultants, Inc. | 0.02% | New | 11,620 | $189K |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 11,272 | $184K |
| Mariner, LLC | 0.00% | New | 11,046 | $180K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,711 | $174K |
| Jane Street Group, LLC | 0.00% | New | 10,126 | $165K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $163K |
| US Bancorp \de | 0.00% | Reduce -10.1% | 8,456 | $138K |
| Comerica Bank | 0.00% | Reduce -12.5% | 7,538 | $123K |
| Maryland Capital Advisors Inc. | 0.04% | New | 5,600 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.0% | 5,405 | $88K |
| Parallel Advisors, LLC | 0.00% | No change | 5,160 | $84K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 5,000 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 4,000 | $65K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,810 | $62K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3,548 | $58K |
| IFP Advisors, Inc | 0.00% | No change | 3,500 | $57K |
| Allworth Financial LP | 0.00% | Reduce -23.7% | 3,218 | $52K |
| Chelsea Counsel Co. | 0.02% | Reduce -3.2% | 3,010 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,531 | $41K |
| MAI Capital Management | 0.00% | No change | 2,400 | $39K |
| Private Trust Co. NA | 0.00% | No change | 2,100 | $34K |
| North Star Investment Management Corp. | 0.00% | No change | 2,098 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -41.9% | 1,704 | $28K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,682 | $27K |
| Chilton Capital Management LLC | 0.00% | No change | 1,550 | $25K |
| Cwm, LLC | 0.00% | Reduce -3.1% | 1,510 | $25K |
| CoreCap Advisors, LLC | 0.00% | Reduce -53.6% | 1,300 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 1,110 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 970 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.7% | 934 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 350 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 315 | $5K |
| Bernard Wealth Management Corp. | 0.00% | Add +1.8% | 222 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -57.9% | 220 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 186 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.3% | 75 | $1K |
"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.