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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

51 managers (51 13F filers) reported a position in PFD shares at 2026-06-30, 3,983,746 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
4
Added
15
Reduced
16
Sold out
3
Shares held by filers
3,983,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,462,183$17M0.32%+141,96613F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.441,364$5.13M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY297,511$3.46M<0.01%-5,37913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp177,117$2.06M0.01%+5,69713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,980$1.84M<0.01%+32913F-HRTimelineGroup
MGO ONE SEVEN LLC141,315$1.64M0.03%-2,36713F-HRTimeline
UBS Group AGin group UBS Group AG115,966$1.35M<0.01%+3,34913F-HRTimelineGroup
LPL Financial LLC109,007$1.27M<0.01%-88513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,148$1.08M<0.01%-3,01513F-HRTimelineGroup
UMB Bank, n.a.86,373$1M0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,433$994K<0.01%-85913F-HRTimelineGroup
Smith Asset Management Co., LLC72,668$845K0.66%-1,39713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS60,582$705K0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,868$685K<0.01%+2,70413F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC55,073$640K0.28%013F-HRTimeline
1607 Capital Partners, LLC49,004$570K0.05%-30,39313F-HRTimeline
Pathway Financial Advisors LLC46,996$544K0.06%-1,20013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,868$499K<0.01%-6,34913F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC41,125$478K<0.01%+2,74213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,829$428K<0.01%-49013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,048$384K<0.01%+22013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC25,590$298K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,199$270K0.01%+6,09913F-HRTimelineGroup
Capital Investment Advisors, LLC22,651$263K<0.01%+6,76213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,083$234K0.01%-2,65213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,046$210K<0.01%+6,59313F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,460$203K<0.01%new13F-HR/ATimeline
Beacon Pointe Advisors, LLC17,297$201K<0.01%-2,59213F-HRTimeline
WEDBUSH SECURITIES INC16,800$195K0.01%-70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,705$194K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.16,600$193K<0.01%013F-HRTimeline
LongView Wealth Management15,305$178K0.05%-2,36513F-HRTimeline
Signature Wealth Management Partners, L…14,351$167K0.08%013F-HRTimeline
O'ROURKE & COMPANY, Inc13,683$159K0.06%013F-HRTimeline
Cetera Investment Advisers11,658$136K<0.01%+4013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$134K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,060$128K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,532$122K<0.01%+13213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,841$103K<0.01%+3513F-HRTimelineGroup
Noble Wealth Management PBC7,157$83.2K0.04%+80213F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.6,426$74.7K<0.01%+6,35513F-HRTimelineGroup
Farther Finance Advisors, LLC3,900$45.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,530$41.1K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.2,000$23.3K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,498$17.4K0.01%-2,14313F-HRTimeline
Allworth Financial LP1,433$16.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,000$11.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$3.49K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$2.91K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$2.33K<0.01%-16013F-HRTimeline
Blue Trust, Inc.200$2.33K<0.01%013F-HRTimeline