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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

50 managers (50 13F filers) reported a position in PFD shares at 2026-03-31, 3,801,916 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
50
13F filers
50
New
7
Added
14
Reduced
13
Sold out
5
Shares held by filers
3,801,916

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,320,217$14.8M0.3%+143,86113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.441,364$4.93M0.01%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY302,890$3.39M<0.01%+10,45213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp171,420$1.92M0.01%-8,41813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,651$1.76M<0.01%-3,61713F-HRTimelineGroup
MGO ONE SEVEN LLC143,682$1.61M0.03%-19,95413F-HRTimeline
UBS Group AGin group UBS Group AG112,617$1.26M<0.01%-10,31813F-HRTimelineGroup
LPL Financial LLC109,892$1.23M<0.01%+20,31213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,163$1.08M<0.01%+10,43313F-HR/ATimelineGroup
UMB Bank, n.a.86,373$966K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,292$965K<0.01%+3,28113F-HRTimelineGroup
1607 Capital Partners, LLC79,397$888K0.06%+22,79713F-HRTimeline
Smith Asset Management Co., LLC74,065$828K0.71%-31,85313F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC55,073$645K0.29%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,164$628K<0.01%+9,59013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,217$550K<0.01%-9,69513F-HRTimelineGroup
Pathway Financial Advisors LLC48,196$542K0.07%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC38,383$429K<0.01%-30,77613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,319$417K<0.01%-1,68013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC32,828$367K<0.01%-20513F-HRTimelineGroup
Bridgewealth Advisory Group, LLC25,590$286K0.06%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,735$254K0.01%-40013F-HRTimelineGroup
Beacon Pointe Advisors, LLC19,889$222K<0.01%new13F-HRTimeline
LongView Wealth Management17,670$203K0.05%-2,78013F-HRTimeline
WEDBUSH SECURITIES INC17,500$196K0.01%-1,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,100$191K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.16,600$186K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC15,889$178K<0.01%+3,29713F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,568$174K<0.01%new13F-HRTimelineGroup
Signature Wealth Management Partners, L…14,351$160K0.08%013F-HRTimeline
O'ROURKE & COMPANY, Inc13,683$153K0.06%+42313F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$146K0.01%013F-HRTimeline
Cetera Investment Advisers11,618$130K<0.01%+3913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$129K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,453$128K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,060$124K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,400$116K<0.01%+12713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,806$98.5K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC6,355$71K0.04%+95013F-HRTimeline
Sound Income Strategies, LLC6,185$70K<0.01%-38513F-HRTimeline
Farther Finance Advisors, LLC3,900$44.1K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC3,641$40.7K0.02%+113F-HRTimeline
Steward Partners Investment Advisory, L…3,530$39.5K<0.01%+3,03013F-HRTimeline
WEBSTER BANK, N. A.2,000$22.4K<0.01%013F-HRTimeline
Allworth Financial LP1,433$16K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.360$4.03K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$3.35K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$2.79K<0.01%new13F-HRTimeline
Blue Trust, Inc.200$2.24K<0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.71$794<0.01%new13F-HRTimelineGroup