PFO Flaherty & Crumrine Preferred
Flaherty & Crumrine Preferred (PFO) Institutional Ownership
What the institutions did with PFO 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 | 1.7M | 41.9% |
| CIBC Bancorp USA Inc. | 588.5K | 14.3% |
| 1607 Capital Partners, LLC | 200.2K | 4.9% |
| Private Advisor Group, LLC | 175.6K | 4.3% |
| Fiera Capital Corp | 128.7K | 3.1% |
| Cambridge Investment Research Advisors, Inc. | 127.9K | 3.1% |
| Pathstone Holdings, LLC | 101.5K | 2.5% |
| Noble Wealth Management PBC | 100.4K | 2.4% |
| Closed-End Fund Advisors, Inc. | 94.9K | 2.3% |
| D.A. DAVIDSON & CO. | 89.5K | 2.2% |
| MUSTICO FINANCIAL GROUP, INC. | 83.7K | 2.0% |
| MORGAN STANLEY | 77.7K | 1.9% |
| Atlas Wealth LLC | 57.4K | 1.4% |
| LPL Financial LLC | 54.6K | 1.3% |
| Arax Advisory Partners | 54.0K | 1.3% |
| Baird Financial Group, Inc. | 41.9K | 1.0% |
| Sowell Financial Services LLC | 39.1K | 1.0% |
| WELLS FARGO & COMPANY/MN | 36.1K | 0.9% |
| Smith Asset Management Co., LLC | 30.7K | 0.7% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29.5K | 0.7% |
| GUGGENHEIM CAPITAL LLC | 25.6K | 0.6% |
| OSAIC HOLDINGS, INC. | 24.4K | 0.6% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 22.5K | 0.5% |
| TrueMark Investments, LLC | 22.5K | 0.5% |
| Logan Stone Capital, LLC | 17.0K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sold Out | 350.6K | 0 | -350.6K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 1.5M | 1.7M | +199.9K |
| Pathstone Holdings, LLC | Reduced | 270.8K | 101.5K | -169.3K |
| 1607 Capital Partners, LLC | Reduced | 321.6K | 200.2K | -121.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 67.3K | 127.9K | +60.6K |
| Atlas Wealth LLC | New | 0 | 57.4K | +57.4K |
| Arax Advisory Partners | Increased | 4.3K | 54.0K | +49.8K |
| Independent Advisor Alliance | Sold Out | 22.1K | 0 | -22.1K |
| Invesco Ltd. | Sold Out | 18.5K | 0 | -18.5K |
| MORGAN STANLEY | Reduced | 94.8K | 77.7K | -17.2K |
| Traub Capital Management LLC | New | 0 | 16.8K | +16.8K |
| OSAIC HOLDINGS, INC. | Increased | 9.2K | 24.4K | +15.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 11.2K | 0 | -11.2K |
| LPL Financial LLC | Increased | 43.5K | 54.6K | +11.1K |
| CITADEL ADVISORS LLC | New | 0 | 11.1K | +11.1K |
| Private Advisor Group, LLC | Reduced | 186.3K | 175.6K | -10.7K |
| WELLS FARGO & COMPANY/MN | Reduced | 43.1K | 36.1K | -7.0K |
| Logan Stone Capital, LLC | Increased | 10.5K | 17.0K | +6.5K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 5.4K | +5.4K |
| ROYAL BANK OF CANADA | Increased | 1.1K | 5.5K | +4.4K |
| D.A. DAVIDSON & CO. | Increased | 85.3K | 89.5K | +4.2K |
| Basepoint Wealth LLC | Reduced | 9.9K | 6.4K | -3.6K |
| Fiera Capital Corp | Increased | 125.3K | 128.7K | +3.4K |
| WEBSTER BANK, N. A. | Sold Out | 3.0K | 0 | -3.0K |
| Noble Wealth Management PBC | Increased | 97.4K | 100.4K | +2.9K |
| MATHER GROUP, LLC. | Reduced | 5.9K | 3.2K | -2.6K |
| Allworth Financial LP | Sold Out | 2.5K | 0 | -2.5K |
| UBS Group AG | Increased | 6.2K | 8.6K | +2.4K |
| AlphaCore Capital LLC | Reduced | 12.9K | 10.6K | -2.3K |
| MUSTICO FINANCIAL GROUP, INC. | Increased | 81.4K | 83.7K | +2.2K |
| Cetera Investment Advisers | Increased | 11.7K | 13.7K | +2.0K |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 1.7K | +1.7K |
| Clear Street Group Inc. | New | 0 | 1.5K | +1.5K |
| TrueMark Investments, LLC | Increased | 21.0K | 22.5K | +1.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 21.0K | 22.5K | +1.5K |
| Smith Asset Management Co., LLC | Reduced | 31.8K | 30.7K | -1.1K |
| Rossby Financial, LCC | Sold Out | 700 | 0 | -700 |
| Baird Financial Group, Inc. | Reduced | 42.5K | 41.9K | -576 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 13.8K | 13.5K | -365 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Sold Out | 204 | 0 | -204 |
| Closed-End Fund Advisors, Inc. | Increased | 94.7K | 94.9K | +196 |
| Thomas J. Herzfeld Advisors, Inc. | Reduced | 3.7K | 3.7K | -45 |
| Clear Creek Financial Management, LLC | Increased | 11.0K | 11.1K | +35 |
| West Branch Capital LLC | Increased | 2.4K | 2.4K | +34 |
| GUGGENHEIM CAPITAL LLC | Increased | 25.6K | 25.6K | +25 |
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.