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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

52 managers (52 13F filers) reported a position in PFD shares at 2025-09-30, 3,530,103 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
52
New
11
Added
12
Reduced
12
Sold out
7
Shares held by filers
3,530,103

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC1,084,394$13M0.26%+516,16213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.441,364$5.31M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY255,309$3.07M<0.01%+6,32913F-HR/ATimelineGroup
MGO ONE SEVEN LLC168,292$2.02M0.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163,028$1.96M<0.01%+8,45013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG121,919$1.47M<0.01%-9,29213F-HRTimelineGroup
Smith Asset Management Co., LLC106,993$1.21M1.03%+30,86113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp99,494$1.2M<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.86,373$1.04M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,386$951K<0.01%-7,36913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,920$913K<0.01%+8,33213F-HRTimelineGroup
LPL Financial LLC67,407$810K<0.01%+25,60113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC66,880$804K<0.01%+1,06913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,517$739K<0.01%-5,72413F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC60,680$729K0.02%-30,34113F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC55,008$661K0.48%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC52,338$629K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisors LLC48,196$579K0.08%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,576$464K<0.01%-2,91313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,329$437K<0.01%-141,00813F-HRTimelineGroup
1607 Capital Partners, LLC36,200$435K0.03%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,456$402K<0.01%-1,60413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,487$390K<0.01%new13F-HRTimelineGroup
Bridgewealth Advisory Group, LLC27,733$333K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,000$313K0.01%+15,80013F-HRTimelineGroup
LongView Wealth Management20,450$246K0.07%-2,33013F-HRTimeline
WEDBUSH SECURITIES INC18,500$222K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.16,600$200K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,635$176K<0.01%-30,20013F-HRTimelineGroup
Signature Wealth Management Partners, L…14,351$172K0.09%013F-HRTimeline
O'ROURKE & COMPANY, Inc13,260$159K0.07%+83413F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$157K0.01%013F-HRTimeline
Cetera Investment Advisers11,540$139K<0.01%+68213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$139K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,060$131K<0.01%-1,02713F-HRTimeline
IFP Advisors, Inc10,433$125K<0.01%-85113F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,144$122K<0.01%new13F-HRTimelineGroup
COMERICA BANK8,741$105K<0.01%+3013F-HRTimeline
Sound Income Strategies, LLC6,535$77.5K<0.01%+3213F-HRTimeline
Noble Wealth Management PBC5,405$65K0.03%13F-HRTimeline
Farther Finance Advisors, LLC3,900$46.9K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3,732$44.9K0.03%-8813F-HRTimeline
Pathway Financial Advisers, LLC2,664$32K0.01%new13F-HRTimeline
Allworth Financial LP1,433$17.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,250$15K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$9.02K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP510$6.12K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.360$4.33K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.295$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\300$3.61K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.200$2.4K<0.01%013F-HRTimeline
Crews Bank & Trust200$2.4K<0.01%new13F-HRTimeline