PFD Flaherty & Crumrine Preferred
Flaherty & Crumrine Preferred (PFD) Institutional Ownership
What the institutions did with PFD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1.5M | 36.5% |
| CIBC Bancorp USA Inc. | 441.4K | 11.0% |
| MORGAN STANLEY | 297.5K | 7.4% |
| Fiera Capital Corp | 177.1K | 4.4% |
| BANK OF AMERICA CORP /DE/ | 158.0K | 3.9% |
| MGO ONE SEVEN LLC | 141.3K | 3.5% |
| UBS Group AG | 116.0K | 2.9% |
| LPL Financial LLC | 109.0K | 2.7% |
| WELLS FARGO & COMPANY/MN | 93.1K | 2.3% |
| UMB Bank, n.a. | 86.4K | 2.2% |
| OSAIC HOLDINGS, INC. | 85.4K | 2.1% |
| Smith Asset Management Co., LLC | 72.7K | 1.8% |
| ACTION POINT FINANCIAL PLANNING, LLC | 60.6K | 1.5% |
| RAYMOND JAMES FINANCIAL INC | 58.9K | 1.5% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 55.1K | 1.4% |
| 1607 Capital Partners, LLC | 49.0K | 1.2% |
| Pathway Financial Advisors LLC | 47.0K | 1.2% |
| ROYAL BANK OF CANADA | 42.9K | 1.1% |
| Calamos Advisors LLC | 41.1K | 1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.8K | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 34.9K | 0.9% |
| GUGGENHEIM CAPITAL LLC | 33.0K | 0.8% |
| Bridgewealth Advisory Group, LLC | 25.6K | 0.6% |
| CreativeOne Wealth, LLC | 23.2K | 0.6% |
| Capital Investment Advisors, LLC | 22.7K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | Increased | 1.3M | 1.5M | +142.0K |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 60.6K | +60.6K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 34.9K | +34.9K |
| 1607 Capital Partners, LLC | Reduced | 79.4K | 49.0K | -30.4K |
| CITADEL ADVISORS LLC | New | 0 | 16.7K | +16.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 15.6K | 0 | -15.6K |
| CENTAURUS FINANCIAL, INC. | Sold Out | 13.0K | 0 | -13.0K |
| Capital Investment Advisors, LLC | Increased | 15.9K | 22.7K | +6.8K |
| Kestra Advisory Services, LLC | Increased | 11.5K | 18.0K | +6.6K |
| Clear Street Group Inc. | Increased | 71 | 6.4K | +6.4K |
| ROYAL BANK OF CANADA | Reduced | 49.2K | 42.9K | -6.3K |
| Sound Income Strategies, LLC | Sold Out | 6.2K | 0 | -6.2K |
| CreativeOne Wealth, LLC | Increased | 17.1K | 23.2K | +6.1K |
| Fiera Capital Corp | Increased | 171.4K | 177.1K | +5.7K |
| MORGAN STANLEY | Reduced | 302.9K | 297.5K | -5.4K |
| UBS Group AG | Increased | 112.6K | 116.0K | +3.3K |
| WELLS FARGO & COMPANY/MN | Reduced | 96.2K | 93.1K | -3.0K |
| Calamos Advisors LLC | Increased | 38.4K | 41.1K | +2.7K |
| RAYMOND JAMES FINANCIAL INC | Increased | 56.2K | 58.9K | +2.7K |
| CARY STREET PARTNERS FINANCIAL LLC | Reduced | 22.7K | 20.1K | -2.7K |
| Beacon Pointe Advisors, LLC | Reduced | 19.9K | 17.3K | -2.6K |
| MGO ONE SEVEN LLC | Reduced | 143.7K | 141.3K | -2.4K |
| LongView Wealth Management | Reduced | 17.7K | 15.3K | -2.4K |
| Whipplewood Advisors, LLC | Reduced | 3.6K | 1.5K | -2.1K |
| Smith Asset Management Co., LLC | Reduced | 74.1K | 72.7K | -1.4K |
| Pathway Financial Advisors LLC | Reduced | 48.2K | 47.0K | -1.2K |
| CoreCap Advisors, LLC | New | 0 | 1.0K | +1.0K |
| LPL Financial LLC | Reduced | 109.9K | 109.0K | -885 |
| OSAIC HOLDINGS, INC. | Reduced | 86.3K | 85.4K | -859 |
| Noble Wealth Management PBC | Increased | 6.4K | 7.2K | +802 |
| WEDBUSH SECURITIES INC | Reduced | 17.5K | 16.8K | -700 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 37.3K | 36.8K | -490 |
| BANK OF AMERICA CORP /DE/ | Increased | 157.7K | 158.0K | +329 |
| GUGGENHEIM CAPITAL LLC | Increased | 32.8K | 33.0K | +220 |
| Geneos Wealth Management Inc. | Reduced | 360 | 200 | -160 |
| Rockefeller Capital Management L.P. | Increased | 10.4K | 10.5K | +132 |
| Cetera Investment Advisers | Increased | 11.6K | 11.7K | +40 |
| FIFTH THIRD BANCORP | Increased | 8.8K | 8.8K | +35 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.