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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

50 managers (50 13F filers) reported a position in PFO shares at 2026-06-30, 4,043,608 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
50
13F filers
50
New
7
Added
18
Reduced
13
Sold out
8
Shares held by filers
4,043,608

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 INC1,720,165$15.9M0.3%+199,85913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.588,511$5.44M0.01%013F-HRTimelineGroup
1607 Capital Partners, LLC200,178$1.85M0.16%-121,40213F-HRTimeline
Private Advisor Group, LLC175,625$1.62M0.01%-10,71613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp128,673$1.19M<0.01%+3,41313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC101,525$938K<0.01%-169,25713F-HRTimelineGroup
Noble Wealth Management PBC100,360$927K0.42%+2,91113F-HRTimeline
Closed-End Fund Advisors, Inc.94,929$877K0.86%+19613F-HRTimeline
D.A. DAVIDSON & CO.89,474$827K<0.01%+4,15913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.83,652$757K0.49%+2,24013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY77,677$718K<0.01%-17,15313F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,965$591K<0.01%-3,34613F-HR/ATimeline
Atlas Wealth LLC57,449$531K0.08%new13F-HRTimeline
LPL Financial LLC54,614$505K<0.01%+11,11013F-HRTimeline
Arax Advisory Partners54,038$499K<0.01%+49,76313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,928$387K<0.01%-57613F-HRTimelineGroup
Sowell Financial Services LLC39,073$361K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,061$333K<0.01%-7,01913F-HRTimelineGroup
Smith Asset Management Co., LLC30,718$284K0.22%-1,10013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$273K0.01%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC25,636$237K<0.01%+2513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,398$225K<0.01%+15,21013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC22,537$208K0.01%+1,49413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC22,537$208K0.03%+1,49413F-HRTimelineGroup
Logan Stone Capital, LLC16,984$157K0.03%+6,48013F-HRTimeline
Traub Capital Management LLC16,759$155K0.14%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,564$135K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers13,733$127K<0.01%+2,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,484$125K<0.01%-36513F-HRTimelineGroup
JAG CAPITAL MANAGEMENT, LLC12,700$117K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$109K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC11,080$102K0.01%+3513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,062$102K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC10,600$97.9K<0.01%-2,30013F-HRTimeline
UBS Group AGin group UBS Group AG8,578$79.3K<0.01%+2,37813F-HRTimelineGroup
Basepoint Wealth LLC6,387$59K0.03%-3,55013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,498$51K<0.01%+4,41613F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,416$50K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.3,679$34K0.01%-4513F-HRTimeline
Paladin Partners, LLC3,271$30.2K0.02%013F-HRTimeline
MATHER GROUP, LLC.3,238$29.9K<0.01%-2,64913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$27.7K<0.01%013F-HRTimelineGroup
West Branch Capital LLC2,402$22.2K0.01%+3413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,700$15.7K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.1,535$14.2K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,300$12K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC597$5.52K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.400$3.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC310$2.86K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC284$2.63K<0.01%new13F-HRTimeline