DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XFFCX

FLAHERTY & CRUMRINE PFD SECS

122 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 338478100·122 13F holders·last filed Mar 31, 2026
Market cap
2.9%
vs prior quarter
13F value held
$111M
49.0% inst. owned
of float
Holders
122
+77 QoQ
filers reporting
Activity
+93 / −33
+893 added · −868 reduced
this quarter
Concentration
16.96%
BARD ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

122 institutions reported XFFCX in Q1 2026. BARD ASSOCIATES INC leads at 17.0% of the visible book. +77 net new institutions vs prior quarter — accumulation reading.

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 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M926K0.00%Q1 2026
03
Invesco Ltd.
CIK 0000914208
$11M678K0.00%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$10M674K0.00%Q1 2026
05
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$7M425K0.22%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M373K0.00%Q1 2026
07
1607 Capital Partners, LLC
CIK 0001436866
$5M340K0.38%Q1 2026
08
Csenge Advisory Group
CIK 0001715593
$5M333K0.24%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$5M309K0.00%Q1 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$4M280K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M237K0.00%Q1 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M189K0.00%Q1 2026
13
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M172K0.00%Q1 2026
14
Fiera Capital Corp
CIK 0001505817
$3M162K0.01%Q1 2026
15
Baird Financial Group, Inc.
CIK 0001648711
$3M162K0.00%Q1 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$2M150K0.00%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M147K0.00%Q1 2026
18
Family Firm, Inc.
CIK 0001602603
$2M131K0.51%Q2 2025
19
Gridiron Partners, LLC
CIK 0001910867
$2M136K1.28%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$2M121K0.00%Q1 2026
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