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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

45 managers (45 13F filers) reported a position in PFO shares at 2025-09-30, 4,006,695 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
45
13F filers
45
New
7
Added
15
Reduced
10
Sold out
10
Shares held by filers
4,006,695

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 INC1,254,842$12.2M0.25%+585,51013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.588,511$5.74M0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC315,166$3.07M0.01%new13F-HRTimelineGroup
1607 Capital Partners, LLC198,610$1.94M0.15%new13F-HRTimeline
Private Advisor Group, LLC191,153$1.86M0.01%+1,74513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC146,589$1.43M<0.01%+8,18113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY114,224$1.11M<0.01%+2,89613F-HR/ATimelineGroup
Noble Wealth Management PBC100,030$975K0.52%13F-HRTimeline
Advisors Asset Management, Inc.94,246$919K0.02%new13F-HR/ATimeline
D.A. DAVIDSON & CO.88,015$858K0.01%+10,78713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC68,712$670K0.04%-179,01013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC68,712$670K0.12%new13F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.76,551$669K0.68%+98313F-HRTimeline
Cambridge Investment Research Advisors,…64,334$627K<0.01%-1,60813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp60,145$586K<0.01%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT56,040$546K0.26%+98413F-HRTimeline
Arax Advisory Partners50,872$496K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,332$432K<0.01%+1,85013F-HRTimelineGroup
LPL Financial LLC43,444$424K<0.01%-3,11313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,171$421K<0.01%+29313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.42,621$416K<0.01%-97113F-HRTimelineGroup
Sowell Financial Services LLC39,073$381K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$288K0.01%+14,50013F-HRTimeline
NewEdge Advisors, LLC27,372$267K<0.01%-3,70913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,464$190K<0.01%-2,00013F-HR/ATimelineGroup
Cetera Investment Advisers18,943$185K<0.01%+4,85813F-HRTimeline
Catalina Capital Group, LLC18,823$184K0.11%-3213F-HRTimeline
Basepoint Wealth LLC17,624$172K0.12%-2,73013F-HRTimeline
HighTower Advisors, LLC15,052$147K<0.01%-75113F-HRTimeline
Apella Capital, LLC15,066$146K<0.01%013F-HRTimeline
SPC Financial, Inc.13,400$131K0.01%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$124K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$115K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,988$113K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,364$111K<0.01%+6313F-HRTimeline
Consolidated Portfolio Review Corp10,607$103K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG7,326$71.4K<0.01%+20513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,325$32.4K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.3,214$31.3K0.01%+34613F-HRTimeline
Allworth Financial LP2,510$24.5K<0.01%013F-HRTimeline
West Branch Capital LLC2,300$22.4K0.01%+2913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,600$16K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,300$12.7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,000$9.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,000$9.75K<0.01%-3,20013F-HRTimeline