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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-169,152-49.7%171,099$2.79MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+12,61312,613$205.34KQ2 2026Sep 02, 2026
Bernard Wealth Management Corp.Buy+4+1.7%238$3.88KQ2 2026Aug 21, 2026
Beacon Pointe Advisors, LlcSell-21,880-68.3%10,165$165.50KQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+11,53211,532$187.74KQ2 2026Aug 18, 2026
Invesco Ltd.Buy+685,902685,902$11.17MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+179,825179,825$2.93MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+25,000+4.3%612,296$9.97MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+19,722+2.1%946,105$15.40MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+13,573+3543.9%13,956$227.20KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+8,994+81.9%19,977$325.23KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-7,726-5.3%139,150$2.27MQ2 2026Aug 14, 2026
Bank Of America CorpSell-7,345-2.0%365,523$5.95MQ2 2026Aug 14, 2026
&PartnersBuy+4,736+10.4%50,298$818.86KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,315+2.9%154,725$2.52MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-3,655-36.1%6,464$105.23KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-567-1.7%32,231$524.72KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+176176$2.87KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-56-0.0%236,627$3.85MQ2 2026Aug 14, 2026
Morgan StanleyBuy+64,743+9.6%739,237$12.03MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,782+4.0%98,876$1.61MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+130+2.5%5,435$88.48KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-29-0.2%12,754$207.64KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+405,971+56.3%1,127,695$18.36MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-80,007-28.6%199,914$3.25MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+23,382+24.9%117,328$1.91MQ2 2026Aug 12, 2026
Bard Associates IncBuy+11,775+1.0%1,227,796$19.99MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-1,417-0.9%160,360$2.61MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-831-4.3%18,605$302.88KQ2 2026Aug 12, 2026
Smith, Moore & Co.Sell-820-2.1%38,469$626.27KQ2 2026Aug 12, 2026
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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.