SEC 13F Intelligence

Bard Associates Inc / XFFCX

Bard Associates Inc’s Flaherty & Crumrin Pfd & Inm Position

Does Bard Associates Inc own Flaherty & Crumrin Pfd & Inm (XFFCX)? Yes — 1.22M shares worth $19M (+4.73% of its 13F portfolio) as of Q1 2026, down from 1.22M shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
1.22M
% of Portfolio
+4.73%
Quarters Held
30
currently held

Position History XFFCX

Reported value by quarter
Q4 ’18: $460,000Q4 ’18Q1 ’19: $515,000Q2 ’19: $543,000Q3 ’19: $534,000Q4 ’19: $556,000Q4 ’19Q1 ’20: $415,000Q2 ’20: $500,000Q3 ’20: $519,000Q4 ’20: $585,000Q4 ’20Q1 ’21: $655,000Q2 ’21: $975,000Q3 ’21: $994,000Q4 ’21: $960,000Q4 ’21Q1 ’22: $944,000Q2 ’22: $912,000Q3 ’22: $826,000Q4 ’22: $838,116Q4 ’22Q1 ’23: $784,382Q2 ’23: $780,089Q3 ’23: $748,629Q4 ’23: $791,188Q4 ’23Q1 ’24: $843,748Q2 ’24: $798,927Q3 ’24: $1MQ4 ’24: $991,482Q4 ’24Q1 ’25: $1MQ2 ’25: $7MQ3 ’25: $14MQ4 ’25: $20MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.22M$19M+4.73%
Q4 20251.22M$20M+5.17%
Q3 2025854.8K$14M+3.83%
Q2 2025445.6K$7M+2.33%
Q1 202563.8K$1M+0.38%
Q4 202463.8K$991,482+0.34%
Q3 202463.8K$1M+0.36%
Q2 202454.0K$798,927+0.31%
Q1 202456.8K$843,748+0.30%
Q4 202356.9K$791,188+0.30%
Q3 202357.7K$748,629+0.31%
Q2 202356.8K$780,089+0.30%
Q1 202356.7K$784,382+0.32%
Q4 202255.8K$838,116+0.36%
Q3 202255.6K$826,000+0.37%
Q2 202254.4K$912,000+0.39%
Q1 202248.0K$944,000+0.33%
Q4 202144.2K$960,000+0.32%
Q3 202144.6K$994,000+0.34%
Q2 202142.9K$975,000+0.32%
Q1 202128.0K$655,000+0.24%
Q4 202024.9K$585,000+0.23%
Q3 202024.8K$519,000+0.28%
Q2 202024.9K$500,000+0.28%
Q1 202024.9K$415,000+0.31%
Q4 201925.6K$556,000+0.28%
Q3 201925.5K$534,000+0.27%
Q2 201927.2K$543,000+0.27%
Q1 201927.2K$515,000+0.26%
Q4 201827.5K$460,000+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bard Associates Inc’s full portfolio or all institutional holders of XFFCX.