FLAHERTY & CRUMRINE PREF (XFFCX) Institutional Ownership Changes & 13F Activity
FLAHERTY & CRUMRINE PREF (XFFCX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Sit Investment Associates Inc, Ameriprise Financial Inc, 1607 Capital Partners, Llc, and Stifel Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -169,152 | -49.7% | 171,099 | $2.79M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +12,613 | — | 12,613 | $205.34K | Q2 2026 | Sep 02, 2026 |
| Bernard Wealth Management Corp. | Buy | +4 | +1.7% | 238 | $3.88K | Q2 2026 | Aug 21, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -21,880 | -68.3% | 10,165 | $165.50K | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +11,532 | — | 11,532 | $187.74K | Q2 2026 | Aug 18, 2026 |
| Invesco Ltd. | Buy | +685,902 | — | 685,902 | $11.17M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +179,825 | — | 179,825 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +25,000 | +4.3% | 612,296 | $9.97M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +19,722 | +2.1% | 946,105 | $15.40M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +13,573 | +3543.9% | 13,956 | $227.20K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +8,994 | +81.9% | 19,977 | $325.23K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -7,726 | -5.3% | 139,150 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -7,345 | -2.0% | 365,523 | $5.95M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +4,736 | +10.4% | 50,298 | $818.86K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,315 | +2.9% | 154,725 | $2.52M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -3,655 | -36.1% | 6,464 | $105.23K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -567 | -1.7% | 32,231 | $524.72K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +176 | — | 176 | $2.87K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -56 | -0.0% | 236,627 | $3.85M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +64,743 | +9.6% | 739,237 | $12.03M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +3,782 | +4.0% | 98,876 | $1.61M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +130 | +2.5% | 5,435 | $88.48K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -29 | -0.2% | 12,754 | $207.64K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +405,971 | +56.3% | 1,127,695 | $18.36M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -80,007 | -28.6% | 199,914 | $3.25M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +23,382 | +24.9% | 117,328 | $1.91M | Q2 2026 | Aug 12, 2026 |
| Bard Associates Inc | Buy | +11,775 | +1.0% | 1,227,796 | $19.99M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -1,417 | -0.9% | 160,360 | $2.61M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -831 | -4.3% | 18,605 | $302.88K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Sell | -820 | -2.1% | 38,469 | $626.27K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about XFFCX activity
Which institutional owners are buying XFFCX?
Institutional owners buying XFFCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XFFCX activity?
"Buy" means an investor increased their reported position in XFFCX compared to the prior reporting period. This reflects growing exposure to FLAHERTY & CRUMRINE PREF (XFFCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XFFCX increasing?
Institutional interest in XFFCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.