Flaherty & Crumrine PrefXFFCX

13F holders, Q3 2025 (September 30)
115holders +3
12new positions
9sold out
1famous investor
$16.36avg. 13F price*

At the end of Q3 2025, 115 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, up 3 from Q2 2025. 12 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($15.8M), Bard Associates Inc. ($14.4M) and Invesco Ltd. ($12.5M). 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

050100150 Q1 2024: 115Q1 2024Q2 2024: 108Q2 2024Q3 2024: 110Q3 2024Q4 2024: 118Q4 2024Q1 2025: 114Q1 2025Q2 2025: 112Q2 2025Q3 2025: 115Q3 2025Q4 2025: 112Q4 2025Q1 2026: 118Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$3.6M
Exits9$2.6M

All 13F filers, Q2 2025 → Q3 2025: 1,377,303 shares bought and 418,744 shares sold, net +958,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

Wells Fargo & Company 0.00% Add +3.0% 935,588 $15.8M
Bard Associates Inc. 3.84% Add +91.8% 854,839 $14.4M
Invesco Ltd. 0.00% Reduce -3.0% 740,068 $12.5M
Sit Investment Associates Inc. 0.20% Add +40.6% 587,918 $9.9M
Morgan Stanley 0.00% Add +0.3% 575,997 $9.7M
Cohen & Steers, Inc. 0.02% No change 572,296 $9.7M
Envestnet Asset Management Inc. 0.00% Add +6.3% 519,977 $8.8M
Bank of America Corp. 0.00% Add +0.1% 401,105 $6.8M
Thomas J. Herzfeld Advisors, Inc. 2.22% Reduce -0.9% 382,783 $6.5M
1607 Capital Partners, LLC 0.48% No change 375,350 $6.3M
Hennion & Walsh Asset Management, Inc. 0.21% Add +16.0% 339,284 $5.7M
Csenge Advisory Group 0.26% Reduce -5.9% 317,717 $5.4M
LPL Financial LLC 0.00% Add +4.3% 301,320 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -6.5% 266,764 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +2.9% 247,095 $4.2M
Raymond James Financial Inc. 0.00% Add +10.9% 229,997 $3.9M
Baird Financial Group, Inc. 0.00% Add +1.4% 160,976 $2.7M
Royal Bank of Canada 0.00% Reduce -0.9% 157,895 $2.7M
Gridiron Partners, LLC 1.44% Add +229.1% 486,870 $2.5M
Stifel Financial Corp. 0.00% Add +11.6% 139,934 $2.4M
Sowell Financial Services LLC 0.08% Add +0.1% 124,332 $2.1M
Osaic Holdings, Inc. 0.00% Add +0.8% 123,735 $2.0M
Cetera Investment Advisers 0.00% Reduce -0.0% 119,491 $2.0M
Elevated Capital Advisors, LLC 0.49% Reduce -4.7% 116,501 $2.0M
Fiera Capital Corp 0.01% New 99,033 $1.7M
UBS Group AG 0.00% Reduce -9.0% 94,006 $1.6M
Focus Partners Wealth 0.00% Reduce -2.3% 91,357 $1.5M
Park Avenue Securities LLC 0.01% Reduce -2.4% 83,871 $1.4M
Guggenheim Capital LLC 0.01% Reduce -4.9% 77,259 $1.3M
Smith Asset Management Co., LLC 1.05% Add +2.3% 72,977 $1.2M
Compound Planning, Inc. 0.04% Reduce -1.9% 64,275 $1.1M
Mountain Capital Investment Advisors Inc. 0.19% Add +0.7% 63,392 $1.1M
PNC Financial Services Group, Inc. 0.00% No change 59,032 $997K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.7% 52,081 $875K
HighTower Advisors, LLC 0.00% Add +211.0% 48,396 $817K
Everstar Asset Management, LLC 0.46% No change 47,900 $809K
Noble Wealth Management PBC 0.40% — 44,262 $748K
Lido Advisors, LLC 0.00% Reduce -21.3% 36,895 $623K
&partners 0.00% Add +7.8% 35,592 $601K
Western Wealth Management, LLC 0.03% Reduce -1.7% 34,964 $591K
Consolidated Portfolio Review Corp 0.07% Reduce -13.9% 34,104 $576K
Stolper Co 0.17% New 32,320 $546K
Ceera Investments, LLC 0.16% Add +29.4% 31,280 $528K
Seamount Financial Group Inc. 0.24% Reduce -10.7% 30,331 $512K
Federation des caisses Desjardins du Quebec 0.00% Reduce -28.1% 30,138 $509K
Choreo, LLC 0.01% Reduce -0.7% 29,459 $498K
Jacobi Capital Management LLC 0.03% Add +4.4% 27,565 $466K
Wedbush Securities Inc. 0.01% Add +0.3% 26,744 $452K
Pines Wealth Management, LLC 0.15% Add +48.0% 26,464 $447K
Calamos Advisors LLC 0.00% Add +21.7% 25,506 $431K
Titleist Asset Management, LLC 0.04% No change 25,277 $427K
Curi Capital, LLC 0.01% New 25,168 $425K
Smith, Moore & Co. 0.03% No change 24,289 $410K
Whitener Capital Management, Inc. 0.10% No change 23,785 $402K
Stratos Wealth Partners, LTD. 0.00% Reduce -20.6% 23,296 $393K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 22,465 $379K
Spire Wealth Management 0.01% Reduce -2.5% 19,881 $336K
Susquehanna International Group, LLP 0.00% Reduce -8.9% 19,363 $327K
Integrated Capital Management, Inc. 0.23% Add +3.2% 19,178 $324K
Sage Capital Advisors,llc 0.07% Reduce -3.0% 18,672 $315K
Alpha Cubed Investments, LLC 0.01% No change 18,076 $305K
AQR Arbitrage LLC 0.01% Reduce -87.6% 17,311 $292K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 16,255 $275K
Kestra Private Wealth Services, LLC 0.00% Reduce -4.7% 15,751 $266K
First Heartland Consultants, Inc. 0.02% Add +33.0% 15,452 $261K
Tiemann Investment Advisors, LLC 0.10% No change 15,388 $260K
Evergreen Capital Management LLC 0.01% Add +22.3% 15,350 $259K
Janney Montgomery Scott LLC 0.00% Reduce -6.4% 14,995 $253K
International Assets Investment Management, LLC 0.02% No change 14,567 $238K
Silver Oak Securities, Incorporated 0.02% Add +13.2% 14,088 $238K
Millennium Management 0.00% New 13,723 $232K
Private Advisor Group, LLC 0.00% No change 13,184 $223K
Prairie Wealth Advisors, Inc. 0.09% Add +1.6% 13,050 $220K
MML Investors Services, LLC 0.00% Add +8.8% 12,689 $214K
DF Dent & Co. Inc. 0.00% No change 12,298 $208K
Cary Street Partners Financial LLC 0.01% No change 11,773 $199K
Summit Trail Advisors, LLC 0.00% No change 10,711 $181K
Walleye Capital LLC 0.00% New 10,245 $173K
Rockefeller Capital Management L.P. 0.00% New 10,068 $170K
US Bancorp \de 0.00% No change 8,456 $143K
Comerica Bank 0.00% Reduce -0.0% 7,536 $127K
Advisory Services Network, LLC 0.00% New 7,077 $120K
Steward Partners Investment Advisory, LLC 0.00% Add +1221.0% 6,605 $112K
Financial Consulate, Inc. 0.01% New 6,146 $104K
Maryland Capital Advisors Inc. 0.03% No change 5,600 $95K
Larson Financial Group LLC 0.00% New 5,500 $93K
GPS Wealth Strategies Group, LLC 0.01% Add +0.6% 5,439 $92K
Future Financial Wealth Managment LLC 0.05% No change 5,000 $84K
Mather Group, Llc. 0.00% New 4,684 $79K
Harbour Investments, Inc. 0.00% No change 4,000 $68K
MassMutual Private Wealth & Trust, FSB 0.00% No change 3,548 $60K
Geneos Wealth Management Inc. 0.00% Reduce -7.0% 3,545 $60K
IFP Advisors, Inc 0.00% No change 3,500 $59K
Allworth Financial LP 0.00% No change 3,218 $54K
Capital Analysts, LLC 0.00% No change 2,531 $43K
MAI Capital Management 0.00% No change 2,400 $41K
Private Trust Co. NA 0.00% No change 2,100 $35K
North Star Investment Management Corp. 0.00% No change 2,098 $35K
Sound Income Strategies, LLC 0.00% Add +1.1% 1,723 $29K
Ameritas Advisory Services, LLC 0.00% Reduce -3.3% 1,627 $27K
Chilton Capital Management LLC 0.00% No change 1,550 $26K
Cwm, LLC 0.00% Reduce -13.1% 1,313 $22K
Hollencrest Capital Management 0.00% No change 1,110 $19K
Washington Trust Advisors, Inc. 0.00% No change 970 $16K
SOA Wealth Advisors, LLC. 0.00% Add +1.7% 950 $16K
CoreCap Advisors, LLC 0.00% Reduce -38.5% 800 $14K
Kilter Group LLC 0.01% New 778 $13K
Sunbelt Securities, Inc. 0.00% No change 350 $6K
Lanark Financial, Inc. 0.00% No change 315 $5K
Chelsea Counsel Co. 0.00% Reduce -89.7% 310 $5K
Bernard Wealth Management Corp. 0.00% Add +1.4% 225 $4K
Assetmark, Inc. 0.00% No change 220 $4K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 186 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 75 $1K
Tower Research Capital LLC (TRC) 0.00% New 2 $34

"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.