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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 2025-12-31, 4,344,909 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
12
Reduced
17
Sold out
5
Shares held by filers
4,344,909

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 INC1,328,546$12.6M0.25%+73,70413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.588,511$5.56M0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC339,627$3.21M0.01%+24,46113F-HRTimelineGroup
Advisors Asset Management, Inc.309,687$2.93M0.05%+215,44113F-HR/ATimeline
1607 Capital Partners, LLC263,244$2.49M0.17%+64,63413F-HRTimeline
Private Advisor Group, LLC190,128$1.8M0.01%-1,02513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp129,862$1.23M<0.01%+69,71713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC111,745$1.06M0.05%+43,03313F-HRTimeline
Closed-End Fund Advisors, Inc.96,222$909K0.54%13F-HRTimeline
Noble Wealth Management PBC95,345$901K0.45%-4,68513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY90,453$855K<0.01%-23,77113F-HR/ATimelineGroup
D.A. DAVIDSON & CO.85,496$808K<0.01%-2,51913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.81,339$770K0.59%+4,78813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC70,697$668K0.13%+1,98513F-HRTimelineGroup
Cambridge Investment Research Advisors,…63,117$596K<0.01%-1,21713F-HRTimeline
Arax Advisory Partners48,873$462K0.01%-1,99913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,000$444K<0.01%+2,66813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,839$405K<0.01%-33213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.41,671$394K<0.01%-95013F-HRTimelineGroup
LPL Financial LLC40,739$385K<0.01%-2,70513F-HRTimeline
Sowell Financial Services LLC39,073$369K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$279K0.01%013F-HRTimeline
NewEdge Advisors, LLC26,272$248K<0.01%-1,10013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC24,542$232K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC18,823$178K0.11%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,664$148K<0.01%-3,80013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,075$142K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC13,400$127K<0.01%new13F-HRTimeline
Basepoint Wealth LLC12,850$121K0.07%-4,77413F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$120K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$112K0.01%013F-HRTimeline
Cetera Investment Advisers11,704$111K<0.01%-7,23913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,154$105K<0.01%-21013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,988$84.9K<0.01%-3,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,759$63.9K<0.01%-56713F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.3,345$31.6K0.01%+13113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,322$31.4K<0.01%-313F-HR/ATimelineGroup
Paladin Partners, LLC3,271$30.9K0.02%13F-HRTimeline
WEBSTER BANK, N. A.3,000$28.4K<0.01%new13F-HRTimeline
West Branch Capital LLC2,335$22.1K0.01%+3513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,182$21K<0.01%+58213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,300$12.3K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,000$9.45K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,000$9.45K<0.01%013F-HRTimeline
Parallel Advisors, LLC685$6.47K<0.01%new13F-HRTimeline