Flaherty & Crumrine PrefXFFCX
13F holders, Q1 2026 (March 31)118holders +6
15new positions
7sold out
$15.88avg. 13F price*
At the end of Q1 2026, 118 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, up 6 from Q4 2025. 15 opened new positions and 7 sold out. The largest holders were Bard Associates Inc. ($18.8M), Wells Fargo & Company ($14.3M) and Sit Investment Associates Inc. ($11.2M).
- Company
- Flaherty & Crumrine Pref Inc.
- CUSIP
- 338478100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.5M |
| Exits | 7 | $587K |
All 13F filers, Q4 2025 → Q1 2026: 989,502 shares bought and 788,908 shares sold, net +200,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Bard Associates Inc. | 4.73% | Reduce -0.3% | 1,216,021 | $18.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 926,383 | $14.3M |
| Sit Investment Associates Inc. | 0.23% | Add +44.1% | 721,724 | $11.2M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 678,373 | $10.5M |
| Morgan Stanley | 0.00% | Add +19.7% | 674,494 | $10.4M |
| Cohen & Steers, Inc. | 0.02% | Add +2.6% | 587,296 | $9.1M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +15.0% | 424,778 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 372,868 | $5.8M |
| 1607 Capital Partners, LLC | 0.38% | No change | 340,251 | $5.3M |
| Csenge Advisory Group | 0.24% | Add +4.0% | 333,238 | $5.2M |
| LPL Financial LLC | 0.00% | Add +0.6% | 309,201 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 279,921 | $4.3M |
| Stolper Co | 1.22% | Reduce -24.0% | 25,275 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 236,683 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.2% | 188,848 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 171,926 | $2.7M |
| Fiera Capital Corp | 0.01% | Reduce -4.9% | 162,187 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 161,777 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 150,410 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 146,876 | $2.3M |
| Gridiron Partners, LLC | 1.28% | Reduce -9.8% | 135,742 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 121,151 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Reduce -4.1% | 116,232 | $1.8M |
| Elevated Capital Advisors, LLC | 0.44% | Reduce -0.3% | 114,130 | $1.8M |
| Logan Stone Capital, LLC | 0.47% | New | 108,421 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.2% | 95,703 | $1.5M |
| UBS Group AG | 0.00% | Add +0.3% | 95,094 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +22.3% | 93,946 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -1.9% | 86,772 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.8% | 80,982 | $1.3M |
| Titleist Asset Management, LLC | 0.09% | Add +218.6% | 80,529 | $1.2M |
| Smith Asset Management Co., LLC | 1.02% | Add +4.0% | 76,850 | $1.2M |
| Mountain Capital Investment Advisors Inc. | 0.15% | Add +1.3% | 64,653 | $1.0M |
| Compound Planning, Inc. | 0.03% | No change | 63,435 | $983K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.9% | 47,461 | $741K |
| Wolverine Asset Management LLC | 0.04% | New | 46,312 | $717K |
| &partners | 0.00% | Add +11.6% | 45,562 | $703K |
| Atlantic Edge Private Wealth Management, LLC | 0.17% | New | 44,935 | $696K |
| Everstar Asset Management, LLC | 0.37% | Reduce -11.0% | 44,900 | $696K |
| Noble Wealth Management PBC | 0.32% | Add +195.5% | 40,662 | $630K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.3% | 40,345 | $625K |
| Smith, Moore & Co. | 0.04% | Add +39.1% | 39,289 | $609K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 38,260 | $593K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.0% | 32,798 | $508K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -70.6% | 32,045 | $496K |
| Ceera Investments, LLC | 0.21% | Reduce -6.2% | 30,245 | $468K |
| Susquehanna International Group, LLP | 0.00% | New | 29,759 | $461K |
| Readystate Asset Management LP | 0.05% | New | 29,596 | $458K |
| Seamount Financial Group Inc. | 0.21% | Reduce -3.1% | 29,396 | $455K |
| Jacobi Capital Management LLC | 0.02% | Add +4.1% | 28,215 | $437K |
| Janney Montgomery Scott LLC | 0.00% | Add +64.4% | 26,888 | $417K |
| Curi Capital, LLC | 0.01% | No change | 25,168 | $390K |
| Closed-End Fund Advisors, Inc. | 0.40% | New | 25,059 | $388K |
| Wedbush Securities Inc. | 0.01% | Add +0.0% | 25,057 | $388K |
| Whitener Capital Management, Inc. | 0.09% | Add +4.2% | 24,785 | $384K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -62.4% | 22,200 | $344K |
| Pines Wealth Management, LLC | 0.10% | No change | 20,473 | $317K |
| Spire Wealth Management | 0.01% | Reduce -0.5% | 20,182 | $313K |
| Silver Oak Securities, Incorporated | 0.02% | Add +11.4% | 20,032 | $310K |
| Sage Capital Advisors,llc | 0.07% | Add +4.6% | 19,927 | $309K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 19,436 | $301K |
| National Bank of Canada | 0.00% | Reduce -18.9% | 18,400 | $284K |
| Maridea Wealth Management LLC | 0.04% | New | 18,032 | $279K |
| International Assets Investment Management, LLC | 0.02% | Add +19.6% | 17,433 | $272K |
| Integrated Capital Management, Inc. | 0.17% | Reduce -9.4% | 16,961 | $263K |
| Lido Advisors, LLC | 0.00% | Reduce -54.2% | 16,895 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.4% | 16,152 | $250K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.5% | 15,990 | $248K |
| Kestra Advisory Services, LLC | 0.00% | Add +100.6% | 15,953 | $247K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 15,388 | $238K |
| Evergreen Capital Management LLC | 0.01% | No change | 15,350 | $238K |
| M Holdings Securities, Inc. | 0.02% | Add +0.0% | 14,457 | $232K |
| Captrust Financial Advisors | 0.00% | New | 12,878 | $199K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.9% | 12,783 | $198K |
| DF Dent & Co. Inc. | 0.00% | No change | 12,298 | $190K |
| HighTower Advisors, LLC | 0.00% | No change | 12,120 | $188K |
| Cary Street Partners Financial LLC | 0.00% | No change | 11,773 | $182K |
| MML Investors Services, LLC | 0.00% | Reduce -11.0% | 11,762 | $182K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.9% | 11,700 | $181K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -45.0% | 11,138 | $173K |
| Summit Trail Advisors, LLC | 0.00% | Add +3.5% | 11,089 | $172K |
| XTX Topco Ltd | 0.00% | New | 10,983 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -61.4% | 10,119 | $157K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $155K |
| US Bancorp \de | 0.00% | No change | 8,456 | $131K |
| Fifth Third Bancorp | 0.00% | New | 7,591 | $118K |
| Advisory Services Network, LLC | 0.00% | New | 7,077 | $110K |
| Harbour Investments, Inc. | 0.00% | Add +53.1% | 6,125 | $95K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +678.6% | 5,427 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +346.9% | 5,305 | $82K |
| Mather Group, Llc. | 0.00% | New | 4,684 | $73K |
| IFP Advisors, Inc | 0.00% | No change | 3,500 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.1% | 3,045 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,531 | $39K |
| MAI Capital Management | 0.00% | No change | 2,200 | $34K |
| North Star Investment Management Corp. | 0.00% | No change | 2,098 | $32K |
| Larson Financial Group LLC | 0.00% | Reduce -30.4% | 2,037 | $32K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.9% | 1,784 | $28K |
| Chilton Capital Management LLC | 0.00% | No change | 1,550 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.9% | 1,341 | $21K |
"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.