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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

52 managers (52 13F filers) reported a position in PFO shares at 2026-03-31, 4,409,337 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
52
13F filers
52
New
10
Added
14
Reduced
19
Sold out
3
Shares held by filers
4,409,337

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 INC1,520,306$13.7M0.28%+191,76013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.588,511$5.32M0.01%13F-HRTimelineGroup
Advisors Asset Management, Inc.350,620$3.17M0.05%+40,93313F-HRTimeline
1607 Capital Partners, LLC321,580$2.91M0.21%+58,33613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,782$2.45M0.01%-68,84513F-HRTimelineGroup
Private Advisor Group, LLC186,341$1.68M0.01%-3,78713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp125,260$1.13M<0.01%-4,60213F-HRTimelineGroup
Noble Wealth Management PBC97,449$881K0.45%+2,10413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY94,830$857K<0.01%+4,37713F-HRTimelineGroup
Closed-End Fund Advisors, Inc.94,733$856K0.87%-1,48913F-HRTimeline
D.A. DAVIDSON & CO.85,315$771K<0.01%-18113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.81,412$754K0.53%+7313F-HRTimeline
Cambridge Investment Research Advisors,…67,311$608K<0.01%+4,19413F-HRTimeline
LPL Financial LLC43,504$393K<0.01%+2,76513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,080$389K<0.01%-3,92013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,504$384K<0.01%-33513F-HRTimelineGroup
Sowell Financial Services LLC39,073$353K0.01%013F-HRTimeline
Smith Asset Management Co., LLC31,818$288K0.25%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$267K0.01%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC25,611$232K<0.01%+1,06913F-HRTimelineGroup
Independent Advisor Alliance22,140$200K<0.01%new13F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC21,043$190K0.01%-90,70213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC21,043$190K0.04%-49,65413F-HRTimelineGroup
Catalina Capital Group, LLC18,823$170K0.1%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.18,471$167K<0.01%-23,20013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,564$132K<0.01%-1,10013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,849$125K<0.01%-1,22613F-HRTimelineGroup
AlphaCore Capital LLC12,900$117K<0.01%-50013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$115K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$107K0.01%013F-HRTimeline
Cetera Investment Advisers11,718$106K<0.01%+1413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,220$101K<0.01%+6613F-HRTimeline
Clear Creek Financial Management, LLC11,045$99.8K0.01%new13F-HRTimeline
Logan Stone Capital, LLC10,504$95K0.03%new13F-HRTimeline
Basepoint Wealth LLC9,937$89.8K0.05%-2,91313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,188$83.1K<0.01%+20013F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,200$56K<0.01%-55913F-HRTimelineGroup
MATHER GROUP, LLC.5,887$53.2K<0.01%new13F-HRTimeline
Arax Advisory Partners4,275$38.6K<0.01%-44,59813F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.3,724$33.7K0.01%+37913F-HRTimeline
Paladin Partners, LLC3,271$29.6K0.02%013F-HRTimeline
WEBSTER BANK, N. A.3,000$27.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,000$27.1K<0.01%-32213F-HRTimelineGroup
Allworth Financial LP2,510$22.7K<0.01%new13F-HRTimeline
West Branch Capital LLC2,368$21.4K0.01%+3313F-HRTimeline
Federation des caisses Desjardins du Qu…1,300$11.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,082$10K<0.01%-1,10013F-HRTimelineGroup
Rossby Financial, LCC700$6.39K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC597$5.4K<0.01%-40313F-HRTimeline
HARBOUR INVESTMENTS, INC.400$3.62K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC310$2.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…204$1.84K<0.01%new13F-HRTimelineGroup