Flaherty & Crumrine PrefXFFCX

13F holders, Q4 2025 (December 31)
112holders −3
12new positions
16sold out
$16.53avg. 13F price*

At the end of Q4 2025, 112 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, down 3 from Q3 2025. 12 opened new positions and 16 sold out. The largest holders were Bard Associates Inc. ($20.1M), Wells Fargo & Company ($15.6M) and Invesco Ltd. ($11.7M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$3.0M
Exits16$9.4M

All 13F filers, Q3 2025 → Q4 2025: 863,581 shares bought and 1,331,582 shares sold, net −468,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Bard Associates Inc. 5.18% Add +42.7% 1,219,924 $20.1M
Wells Fargo & Company 0.00% Add +1.1% 946,149 $15.6M
Invesco Ltd. 0.00% Reduce -4.4% 707,501 $11.7M
Cohen & Steers, Inc. 0.02% No change 572,296 $9.4M
Morgan Stanley 0.00% Reduce -2.1% 563,696 $9.3M
Envestnet Asset Management Inc. 0.00% Reduce -2.2% 508,745 $8.4M
Sit Investment Associates Inc. 0.16% Reduce -14.8% 500,722 $8.3M
Bank of America Corp. 0.00% Reduce -5.1% 380,516 $6.3M
Hennion & Walsh Asset Management, Inc. 0.21% Add +8.8% 369,316 $6.1M
1607 Capital Partners, LLC 0.38% Reduce -9.3% 340,251 $5.6M
Csenge Advisory Group 0.24% Add +0.8% 320,310 $5.3M
LPL Financial LLC 0.00% Add +2.0% 307,423 $5.1M
Stifel Financial Corp. 0.00% Add +85.0% 258,846 $4.3M
Commonwealth Equity Services, LLC 0.00% Reduce -9.9% 222,740 $3.7M
Raymond James Financial Inc. 0.00% Reduce -3.3% 222,509 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -33.8% 176,570 $2.9M
Fiera Capital Corp 0.01% Add +72.3% 170,617 $2.8M
Baird Financial Group, Inc. 0.00% Reduce -1.1% 159,152 $2.6M
Royal Bank of Canada 0.00% Add +0.2% 158,185 $2.6M
Gridiron Partners, LLC 1.42% Reduce -69.1% 150,531 $2.5M
Osaic Holdings, Inc. 0.00% Add +8.3% 133,983 $2.2M
Sowell Financial Services LLC 0.07% Reduce -2.5% 121,157 $2.0M
Cetera Investment Advisers 0.00% Add +1.1% 120,867 $2.0M
Elevated Capital Advisors, LLC 0.44% Reduce -1.7% 114,520 $1.9M
Beacon Pointe Advisors, LLC 0.01% New 109,084 $1.8M
UBS Group AG 0.00% Add +0.8% 94,806 $1.6M
Focus Partners Wealth 0.00% Reduce -3.2% 88,457 $1.5M
Park Avenue Securities LLC 0.01% Reduce -2.7% 81,631 $1.3M
Guggenheim Capital LLC 0.01% Reduce -0.6% 76,816 $1.3M
Smith Asset Management Co., LLC 1.01% Add +1.2% 73,885 $1.2M
Mountain Capital Investment Advisors Inc. 0.17% Add +0.7% 63,833 $1.1M
Compound Planning, Inc. 0.03% Reduce -1.3% 63,435 $1.0M
PNC Financial Services Group, Inc. 0.00% No change 59,032 $975K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.1% 55,781 $922K
Everstar Asset Management, LLC 0.44% Add +5.4% 50,473 $813K
Cambridge Investment Research Advisors, Inc. 0.00% Add +102.5% 45,481 $751K
&partners 0.00% Add +14.8% 40,842 $674K
Lido Advisors, LLC 0.00% No change 36,895 $623K
Calamos Advisors LLC 0.00% Add +32.1% 33,705 $556K
Western Wealth Management, LLC 0.03% Reduce -4.3% 33,470 $553K
Stolper Co 0.16% Add +2.9% 33,250 $549K
Ceera Investments, LLC 0.21% Add +3.1% 32,240 $532K
Seamount Financial Group Inc. 0.23% Add +0.0% 30,339 $501K
Smith, Moore & Co. 0.04% Add +16.3% 28,239 $466K
Jacobi Capital Management LLC 0.03% Reduce -1.6% 27,115 $448K
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.0% 26,227 $433K
Titleist Asset Management, LLC 0.03% No change 25,277 $417K
Curi Capital, LLC 0.01% No change 25,168 $416K
Wedbush Securities Inc. 0.01% Reduce -6.3% 25,051 $414K
Whitener Capital Management, Inc. 0.09% No change 23,785 $393K
National Bank of Canada 0.00% New 22,700 $375K
Jane Street Group, LLC 0.00% New 21,406 $353K
Pines Wealth Management, LLC 0.11% Reduce -22.6% 20,473 $338K
Spire Wealth Management 0.01% Add +2.0% 20,276 $335K
Stratos Wealth Partners, LTD. 0.00% Reduce -13.0% 20,262 $335K
NewEdge Advisors, LLC 0.00% Add +19.0% 19,347 $319K
Sage Capital Advisors,llc 0.07% Add +2.0% 19,053 $315K
Integrated Capital Management, Inc. 0.21% Reduce -2.4% 18,723 $309K
Silver Oak Securities, Incorporated 0.02% Add +27.7% 17,985 $298K
Janney Montgomery Scott LLC 0.00% Add +9.0% 16,351 $270K
Kestra Private Wealth Services, LLC 0.00% Add +1.1% 15,928 $263K
First Heartland Consultants, Inc. 0.02% Add +2.0% 15,758 $260K
Tiemann Investment Advisors, LLC 0.10% No change 15,388 $254K
Evergreen Capital Management LLC 0.01% No change 15,350 $253K
International Assets Investment Management, LLC 0.02% Add +0.1% 14,578 $241K
M Holdings Securities, Inc. 0.02% New 14,452 $239K
Noble Wealth Management PBC 0.11% Reduce -68.9% 13,762 $227K
MML Investors Services, LLC 0.00% Add +4.2% 13,218 $218K
Private Advisor Group, LLC 0.00% Reduce -3.7% 12,700 $210K
DF Dent & Co. Inc. 0.00% No change 12,298 $203K
HighTower Advisors, LLC 0.00% Reduce -75.0% 12,120 $200K
Cary Street Partners Financial LLC 0.00% No change 11,773 $194K
Summit Trail Advisors, LLC 0.00% No change 10,711 $177K
Rockefeller Capital Management L.P. 0.00% Add +1.6% 10,232 $169K
US Bancorp \de 0.00% No change 8,456 $140K
Kestra Advisory Services, LLC 0.00% New 7,951 $131K
Comerica Bank 0.00% No change 7,536 $124K
Financial Consulate, Inc. 0.01% No change 6,146 $101K
Maryland Capital Advisors Inc. 0.03% No change 5,600 $92K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 4,040 $67K
Harbour Investments, Inc. 0.00% No change 4,000 $66K
Geneos Wealth Management Inc. 0.00% No change 3,545 $59K
IFP Advisors, Inc 0.00% No change 3,500 $58K
Larson Financial Group LLC 0.00% Reduce -46.8% 2,925 $48K
Sound Income Strategies, LLC 0.00% Add +61.5% 2,783 $46K
Capital Analysts, LLC 0.00% No change 2,531 $42K
Allworth Financial LP 0.00% Reduce -23.4% 2,465 $41K
Jones Financial Companies LLLP 0.00% New 2,432 $40K
MAI Capital Management 0.00% Reduce -8.3% 2,200 $36K
North Star Investment Management Corp. 0.00% No change 2,098 $35K
Chilton Capital Management LLC 0.00% No change 1,550 $26K
Cwm, LLC 0.00% Add +0.7% 1,322 $22K
Keating Financial Advisory Services, Inc. 0.00% — 1,316 $22K
Private Trust Co. NA 0.00% Reduce -38.1% 1,300 $21K
Steward Partners Investment Advisory, LLC 0.00% Reduce -82.0% 1,187 $20K
Washington Trust Advisors, Inc. 0.00% No change 970 $16K
SOA Wealth Advisors, LLC. 0.00% Add +1.8% 967 $16K
CoreCap Advisors, LLC 0.00% No change 800 $13K
Kilter Group LLC 0.01% Add +1.8% 792 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +829.3% 697 $12K

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

Show all 112 holders