13F Insight
DOSSIER · 13F Holders · Q1 2026
XFFCX

FLAHERTY & CRUMRINE PFD SECS

123 institutions still hold FLAHERTY & CRUMRINE PFD SECS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 338478100·123 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
123
filers reporting
Concentration
14.42%
BARD ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported XFFCX in Q1 2026. BARD ASSOCIATES INC leads at 14.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BARD ASSOCIATES INC
CIK 0001105907
$19M1.2M4.73%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M926K0.00%Q1 202603
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$11M722K0.23%Q1 202604
Invesco Ltd.
CIK 0000914208
$11M678K0.00%Q1 202605
MORGAN STANLEY
CIK 0000895421
$10M674K0.00%Q1 202606
COHEN & STEERS, INC.
CIK 0001284812
$9M587K0.02%Q1 202607
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$8M472K0.22%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M373K0.00%Q1 202609
1607 Capital Partners, LLC
CIK 0001436866
$5M340K0.38%Q1 202610
Csenge Advisory Group
CIK 0001715593
$5M333K0.24%Q1 202611
LPL Financial LLC
CIK 0001403438
$5M309K0.00%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$4M280K0.00%Q1 202613
Stolper Co
CIK 0001808195⚠ data anomaly
$4M25K1.22%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M237K0.00%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M189K0.00%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M172K0.00%Q1 202617
Fiera Capital Corp
CIK 0001505817
$3M162K0.01%Q1 202618
Baird Financial Group, Inc.
CIK 0001648711
$3M162K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2M150K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M147K0.00%Q1 2026
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