13F Insight
DOSSIER · 13F Holders · Q2 2026
XFFCX

FLAHERTY & CRUMRINE PFD SECS

117 institutions still hold FLAHERTY & CRUMRINE PFD SECS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 338478100·117 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$136M
visible holders
Holders
117
filers reporting
Concentration
14.72%
BARD ASSOCIATES INC #1
top holder share
AI Holders Summary · Q2 2026

117 institutions reported XFFCX in Q2 2026. BARD ASSOCIATES INC leads at 14.7% 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
$20M1.2M4.44%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M946K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$12M739K0.00%Q2 202604
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$11M722K0.23%Q1 202605
Invesco Ltd.
CIK 0000914208
$11M686K0.00%Q2 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
$6M366K0.00%Q2 202609
Csenge Advisory Group
CIK 0001715593
$5M322K0.21%Q2 202610
LPL Financial LLC
CIK 0001403438
$5M314K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M290K0.00%Q2 202612
Stolper Co
CIK 0001808195⚠ data anomaly
$4M25K1.22%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M237K0.00%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$3M200K0.00%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M185K0.00%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M180K0.00%Q2 202617
1607 Capital Partners, LLC
CIK 0001436866
$3M171K0.24%Q2 202618
Gridiron Partners, LLC
CIK 0001910867
$3M171K1.46%Q2 202619
Fiera Capital Corp
CIK 0001505817
$3M168K0.01%Q2 202620
Baird Financial Group, Inc.
CIK 0001648711
$3M160K0.00%Q2 2026
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