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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

49 managers (49 13F filers) reported a position in PFD shares at 2025-12-31, 3,736,813 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
3
Added
17
Reduced
10
Sold out
6
Shares held by filers
3,736,813

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,176,356$14M0.27%+91,96213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.441,364$5.24M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY292,438$3.47M<0.01%+37,12913F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp179,838$2.13M0.01%+80,34413F-HRTimelineGroup
MGO ONE SEVEN LLC163,636$1.94M0.04%-4,65613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,268$1.91M<0.01%-1,76013F-HRTimelineGroup
UBS Group AGin group UBS Group AG122,935$1.46M<0.01%+1,01613F-HRTimelineGroup
Smith Asset Management Co., LLC105,918$1.18M0.97%-1,07513F-HRTimeline
LPL Financial LLC89,580$1.06M<0.01%+22,17313F-HRTimeline
UMB Bank, n.a.86,373$1.03M0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,730$1.02M<0.01%+9,81013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,011$985K<0.01%+62513F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC69,159$821K<0.01%+16,82113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC66,880$804K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,912$699K<0.01%-2,60513F-HRTimelineGroup
1607 Capital Partners, LLC56,600$672K0.05%+20,40013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC55,073$654K0.27%+6513F-HRTimeline
Pathway Financial Advisors LLC48,196$579K0.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,574$553K<0.01%+10,24513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,999$463K<0.01%+42313F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC35,599$423K0.01%-25,08113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,033$392K<0.01%-42313F-HRTimelineGroup
Bridgewealth Advisory Group, LLC25,590$304K0.07%-2,14313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,135$275K0.01%+8,50013F-HRTimelineGroup
LongView Wealth Management20,450$243K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC18,500$220K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.16,600$197K<0.01%013F-HRTimeline
Signature Wealth Management Partners, L…14,351$170K0.08%013F-HRTimeline
O'ROURKE & COMPANY, Inc13,260$157K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$155K0.01%013F-HRTimeline
Capital Investment Advisors, LLC12,592$149K<0.01%new13F-HRTimeline
Cetera Investment Advisers11,579$137K<0.01%+3913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$137K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,060$133K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,273$122K<0.01%+12913F-HR/ATimelineGroup
COMERICA BANK8,772$104K<0.01%+3113F-HRTimeline
Sound Income Strategies, LLC6,570$77.7K<0.01%+3513F-HRTimeline
Noble Wealth Management PBC5,405$64.2K0.03%013F-HRTimeline
Farther Finance Advisors, LLC3,900$46.3K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC3,640$43.2K0.03%-9213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,000$35.6K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.2,000$23.7K<0.01%new13F-HRTimeline
Allworth Financial LP1,433$17K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$11.9K<0.01%-9,43313F-HRTimeline
Steward Partners Investment Advisory, L…500$5.93K<0.01%-25013F-HRTimeline
Geneos Wealth Management Inc.360$4.27K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.295$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\300$3.56K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.200$2.37K<0.01%013F-HRTimeline