PFOFLAHERTY & CRUMRINE PFD INCO
CUSIP 33848E106 · Yahoo Finance ↗ · Google Finance ↗
Flaherty & Crumrine Pfd Inco (PFO) has 51 institutional holders in Filings Flow’s 13F database, together reporting 4.40M shares worth $26M as of Q1 2026. The largest reported holders are Cibc Private Wealth Group LLC, Cibc Bancorp USA Inc., and Advisors Asset Management, Inc..
Institutional Holders
51
Q1 2026
Reported Value
$26M
Ticker
PFO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 0.53% | $754,283 | 81.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.42% | $927,324 | 100.4K | Q2 2026 |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.26% | $546,390 | 56.0K | Q3 2025OLDER |
| Smith Asset Management Co., LLC$127M AUM | 0.22% | $283,834 | 30.7K | Q2 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.21% | $3M | 321.6K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.10% | $170,160 | 18.8K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.05% | $3M | 350.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.05% | $89,828 | 9.9K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $190,229 | 21.0K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.03% | $94,956 | 10.5K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.02% | $29,570 | 3.3K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $353,220 | 39.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.01% | $103,421 | 10.6K | Q3 2025OLDER |
| JAG CAPITAL MANAGEMENT, LLC$889M AUM | 0.01% | $114,808 | 12.7K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.01% | $33,665 | 3.7K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.01% | $106,887 | 11.8K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.01% | $130,650 | 13.4K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 270.8K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.01% | $190,229 | 21.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $6M | 588.5K | Q4 2025OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $266,680 | 29.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 186.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.01% | $99,847 | 11.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $5M | 588.5K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.01% | $22,192 | 2.4K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $771,256 | 85.3K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 125.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $146,293 | 15.1K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $116,616 | 12.9K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $27,120 | 3.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $200,146 | 22.1K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $231,524 | 25.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,391 | 700 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $38,646 | 4.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $248,270 | 26.3K | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $5,397 | 597 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $384,236 | 42.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,864 | 310 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $53,218 | 5.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 146.6K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $9,450 | 1.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $146,757 | 15.1K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $101,430 | 11.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $83,059 | 9.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,474 | 685 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $105,932 | 11.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $393,274 | 43.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,691 | 2.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $389,445 | 43.1K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,616 | 400 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $854,787 | 90.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $27,120 | 3.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $11,752 | 1.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $166,978 | 18.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $125,195 | 13.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $131,659 | 14.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $56,048 | 6.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10,000 | 1.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,844 | 204 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.