PFDFLAHERTY & CRUMRINE PFD INCO
CUSIP 338480106 · Yahoo Finance ↗ · Google Finance ↗
Flaherty & Crumrine Pfd Inco (PFD) has 51 institutional holders in Filings Flow’s 13F database, together reporting 3.79M shares worth $28M as of Q1 2026. The largest reported holders are Cibc Private Wealth Group LLC, Cibc Bancorp USA Inc., and Morgan Stanley.
Institutional Holders
51
Q1 2026
Reported Value
$28M
Ticker
PFD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Smith Asset Management Co., LLC$127M AUM | 0.66% | $845,129 | 72.7K | Q2 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.27% | $644,629 | 55.1K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.08% | $160,444 | 14.4K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.06% | $887,658 | 79.4K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.06% | $544,212 | 47.0K | Q2 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.06% | $152,976 | 13.7K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.06% | $286,100 | 25.6K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.05% | $177,997 | 15.3K | Q2 2026 |
| Noble Wealth Management PBC$223M AUM | 0.04% | $83,236 | 7.2K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 143.7K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $40,706 | 3.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $965,650 | 86.4K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $32,002 | 2.7K | Q3 2025OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.01% | $422,560 | 35.6K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $5M | 441.4K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $5M | 441.4K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 171.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $254,177 | 22.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $191,178 | 17.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $35,610 | 3.0K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $69,950 | 6.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $125,405 | 10.4K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $367,017 | 32.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $177,639 | 15.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $803,898 | 66.9K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $22,360 | 2.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $15,025 | 1.3K | Q3 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $429,122 | 38.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $390,493 | 32.5K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $964,741 | 86.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $222,364 | 19.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $31,863 | 2.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $185,588 | 16.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,908 | 250 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $417,220 | 37.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $128,046 | 11.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $44,109 | 3.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $104,123 | 8.8K | Q4 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $2,404 | 200 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,630 | 1.0K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 109.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $124,314 | 11.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 292.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $116,281 | 10.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 96.2K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $39,465 | 3.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $627,916 | 56.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 112.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $98,451 | 8.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $129,891 | 11.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 157.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $550,000 | 49.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,025 | 360 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,025 | 1.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,236 | 200 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $174,050 | 15.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,125 | 510 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,354 | 300 | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.00% | $794 | 71 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $128,939 | 11.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.