Flaherty & Crumrine PrefXFFCX

13F holders, Q2 2026 (June 30)
110holders −8
7new positions
15sold out
1famous investor
$16.30avg. 13F price*

At the end of Q2 2026, 110 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, down 8 from Q1 2026. 7 opened new positions and 15 sold out. The largest holders were Bard Associates Inc. ($20.0M), Sit Investment Associates Inc. ($18.4M) and Wells Fargo & Company ($15.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$625K
Exits15$4.3M

All 13F filers, Q1 2026 → Q2 2026: 1,059,946 shares bought and 644,870 shares sold, net +415,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Bard Associates Inc. 4.44% Add +1.0% 1,227,796 $20.0M
Sit Investment Associates Inc. 0.35% Add +56.3% 1,127,695 $18.4M
Wells Fargo & Company 0.00% Add +2.1% 946,105 $15.4M
Morgan Stanley 0.00% Add +9.6% 739,237 $12.0M
Invesco Ltd. 0.00% Add +1.1% 685,902 $11.2M
Cohen & Steers, Inc. 0.02% Add +4.3% 612,296 $10.0M
Hennion & Walsh Asset Management, Inc. 0.22% Add +11.2% 472,352 $7.7M
Bank of America Corp. 0.00% Reduce -2.0% 365,523 $6.0M
Csenge Advisory Group 0.21% Reduce -3.4% 322,022 $5.2M
LPL Financial LLC 0.00% Add +1.4% 313,683 $5.1M
Envestnet Asset Management Inc. 0.00% Add +203.4% 290,360 $4.7M
Raymond James Financial Inc. 0.00% Reduce -0.0% 236,627 $3.9M
Stifel Financial Corp. 0.00% Reduce -28.6% 199,914 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -2.2% 184,674 $3.0M
Ameriprise Financial Inc. 0.00% Add +4.6% 179,825 $2.9M
1607 Capital Partners, LLC 0.24% Reduce -49.7% 171,099 $2.8M
Gridiron Partners, LLC 1.46% Add +26.0% 170,995 $2.8M
Fiera Capital Corp 0.01% Add +3.6% 167,970 $2.7M
Baird Financial Group, Inc. 0.00% Reduce -0.9% 160,360 $2.6M
Royal Bank of Canada 0.00% Add +2.9% 154,725 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -5.3% 139,150 $2.3M
Cetera Investment Advisers 0.00% Reduce -0.5% 120,609 $2.0M
Guggenheim Capital LLC 0.01% Add +24.9% 117,328 $1.9M
Elevated Capital Advisors, LLC 0.52% Add +1.7% 116,044 $1.9M
Sowell Financial Services LLC 0.06% Reduce -3.5% 112,147 $1.8M
UBS Group AG 0.00% Add +4.0% 98,876 $1.6M
Focus Partners Wealth 0.00% Reduce -0.1% 86,667 $1.4M
Titleist Asset Management, LLC 0.09% No change 80,529 $1.3M
Park Avenue Securities LLC 0.01% Reduce -1.3% 79,917 $1.3M
Smith Asset Management Co., LLC 0.96% Reduce -2.5% 74,916 $1.2M
Ceera Investments, LLC 0.51% Add +143.8% 73,730 $1.2M
Noble Wealth Management PBC 0.54% Add +77.8% 72,317 $1.2M
Mountain Capital Investment Advisors Inc. 0.15% Reduce -0.3% 64,483 $1.0M
Compound Planning, Inc. 0.03% Reduce -0.5% 63,135 $1.0M
&partners 0.00% Add +10.4% 50,298 $819K
Atlantic Edge Private Wealth Management, LLC 0.15% No change 44,935 $732K
Everstar Asset Management, LLC 0.35% No change 44,900 $731K
Calamos Advisors LLC 0.00% Add +7.1% 40,993 $667K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 39,920 $650K
Smith, Moore & Co. 0.04% Reduce -2.1% 38,469 $626K
Janney Montgomery Scott LLC 0.00% Add +42.0% 38,185 $622K
Stolper Co 0.15% Add +40.0% 35,383 $576K
Western Wealth Management, LLC 0.02% Reduce -1.7% 32,231 $525K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -34.8% 30,961 $503K
Seamount Financial Group Inc. 0.19% Reduce -1.1% 29,088 $474K
Jacobi Capital Management LLC 0.02% Reduce -0.7% 28,015 $456K
Whitener Capital Management, Inc. 0.09% Add +3.2% 25,585 $417K
Curi Capital, LLC 0.01% No change 25,168 $410K
Kestra Advisory Services, LLC 0.00% Add +56.6% 24,989 $407K
Maridea Wealth Management LLC 0.04% Add +31.3% 23,667 $385K
PNC Financial Services Group, Inc. 0.00% No change 22,200 $361K
Pines Wealth Management, LLC 0.10% Add +3.9% 21,274 $346K
Wedbush Securities Inc. 0.01% Reduce -15.8% 21,090 $343K
Sage Capital Advisors,llc 0.07% Add +1.4% 20,203 $329K
XTX Topco Ltd 0.00% Add +81.9% 19,977 $325K
NewEdge Advisors, LLC 0.00% Reduce -4.3% 18,605 $303K
Silver Oak Securities, Incorporated 0.02% Reduce -9.9% 18,043 $294K
International Assets Investment Management, LLC 0.02% Add +1.6% 17,707 $288K
Spire Wealth Management 0.01% Reduce -12.3% 17,696 $288K
Kestra Private Wealth Services, LLC 0.00% Add +3.9% 16,787 $273K
Fifth Third Bancorp 0.00% Add +116.5% 16,434 $268K
First Heartland Consultants, Inc. 0.02% Add +2.7% 16,422 $267K
Tiemann Investment Advisors, LLC 0.09% No change 15,388 $251K
Evergreen Capital Management LLC 0.00% No change 15,350 $250K
Integrated Capital Management, Inc. 0.17% Reduce -10.2% 15,225 $248K
MML Investors Services, LLC 0.00% Add +28.9% 15,157 $247K
National Bank of Canada 0.00% Reduce -19.0% 14,900 $241K
Advisors Asset Management, Inc. 0.00% Add +3543.9% 13,956 $227K
Captrust Financial Advisors 0.00% No change 12,878 $210K
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 12,754 $208K
Citadel Advisors 0.00% New 12,613 $205K
DF Dent & Co. Inc. 0.00% No change 12,298 $200K
HighTower Advisors, LLC 0.00% No change 12,120 $197K
Cary Street Partners Financial LLC 0.00% No change 11,773 $192K
Private Advisor Group, LLC 0.00% Reduce -1.4% 11,533 $188K
49 Wealth Management, LLC 0.04% New 11,532 $188K
Alongside, LLC 0.04% — 11,532 $188K
Summit Trail Advisors, LLC 0.00% Add +3.7% 11,495 $187K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.00% New 10,776 $175K
Closed-End Fund Advisors, Inc. 0.17% Reduce -58.2% 10,464 $170K
Beacon Pointe Advisors, LLC 0.00% Reduce -68.3% 10,165 $165K
US Bancorp \de 0.00% No change 8,456 $138K
Federation des caisses Desjardins du Quebec 0.00% Reduce -36.1% 6,464 $105K
Harbour Investments, Inc. 0.00% No change 6,125 $100K
Maryland Capital Advisors Inc. 0.03% — 5,600 $91K
Steward Partners Investment Advisory, LLC 0.00% Add +2.5% 5,435 $88K
Mather Group, Llc. 0.00% No change 4,684 $76K
Geneos Wealth Management Inc. 0.00% Add +16.4% 3,545 $58K
IFP Advisors, Inc 0.00% No change 3,500 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,900 $47K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.4% 2,638 $43K
Capital Analysts, LLC 0.00% No change 2,531 $41K
North Star Investment Management Corp. 0.00% No change 2,098 $34K
Larson Financial Group LLC 0.00% No change 2,037 $33K
Chilton Capital Management LLC 0.00% No change 1,550 $25K
Private Trust Co. NA 0.00% No change 1,300 $21K
Smartleaf Asset Management LLC 0.00% No change 1,153 $19K
SOA Wealth Advisors, LLC. 0.00% Add +1.9% 1,004 $16K
Washington Trust Advisors, Inc. 0.00% No change 970 $16K
Keating Financial Advisory Services, Inc. 0.00% Reduce -31.2% 923 $15K
CoreCap Advisors, LLC 0.00% No change 800 $13K
Farther Finance Advisors, LLC 0.00% No change 564 $9K
Strategic Investment Solutions, Inc. 0.00% No change 525 $9K
Allworth Financial LP 0.00% No change 500 $8K
Lanark Financial, Inc. 0.00% No change 315 $5K
LifeSteps Financial, Inc. 0.00% New 300 $5K
Bernard Wealth Management Corp. 0.00% Add +1.7% 238 $4K
Highline Wealth Partners LLC 0.00% No change 200 $3K
IFG Advisory, LLC 0.00% New 176 $3K
JFS Wealth Advisors, LLC 0.00% New 101 $2K

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