FLAHERTY & CRUMRINE PREFERRE (PFD) Top Institutional Shareholders
FLAHERTY & CRUMRINE PREFERRE (PFD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $27.49M in PFD holdings during the latest filing period.
Cibc Bancorp Usa Inc. is currently the largest disclosed institutional shareholder of PFD tracked by InsiderSet, reporting ownership valued at approximately $4.93M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.09M, representing an estimated gain of +3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PFD value among the investors covered in this analysis. Major shareholders include Cibc Bancorp Usa Inc., Morgan Stanley, Fiera Capital Corp, and several other long-term asset managers with concentrated positions in FLAHERTY & CRUMRINE PREFERRE (PFD).
This page ranks the largest institutional PFD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$27.49M
Largest Holder
Cibc Bancorp Usa Inc.
Largest Position
$4.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cibc Bancorp Usa Inc. | 0.01% | 441,364 | $4,934,450 | $5,093,341 | +$158,891 | +3.22% | |
| Morgan Stanley | 0.00% | 302,890 | $3,386,317 | $3,495,351 | +$109,034 | +3.22% | |
| Fiera Capital Corp | 0.01% | 171,420 | $1,916,476 | $1,978,187 | +$61,711 | +3.22% | |
| Bank Of America Corp | 0.00% | 157,651 | $1,762,542 | $1,819,293 | +$56,751 | +3.22% | |
| Mgo One Seven Llc | 0.03% | 143,682 | $1,606,375 | $1,658,090 | +$51,715 | +3.22% | |
| Ubs Group Ag | 0.00% | 112,617 | $1,259,058 | $1,299,600 | +$40,542 | +3.22% | |
| Lpl Financial Llc | 0.00% | 109,892 | $1,228,596 | $1,268,154 | +$39,558 | +3.22% | |
| Wells Fargo & Company/Mn | 0.00% | 96,163 | $1,075,100 | $1,109,721 | +$34,621 | +3.22% | |
| Umb Bank, N.A. | 0.01% | 86,373 | $965,650 | $996,744 | +$31,094 | +3.22% | |
| Osaic Holdings, Inc. | 0.00% | 86,292 | $964,741 | $995,810 | +$31,069 | +3.22% | |
| 1607 Capital Partners, Llc | 0.06% | 79,397 | $887,658 | $916,241 | +$28,583 | +3.22% | |
| Smith Asset Management Co., Llc | 0.71% | 74,065 | $828,047 | $854,710 | +$26,663 | +3.22% | |
| Robinson Capital Management, Llc | 0.29% | 55,073 | $644,629 | $635,542 | -$9,087 | -1.41% | |
| Raymond James Financial Inc | 0.00% | 56,164 | $627,916 | $648,133 | +$20,217 | +3.22% | |
| Royal Bank Of Canada | 0.00% | 49,217 | $550,000 | $567,964 | +$17,964 | +3.27% | |
| Pathway Financial Advisors Llc | 0.07% | 48,196 | $541,721 | $556,182 | +$14,461 | +2.67% | |
| Calamos Advisors Llc | 0.00% | 38,383 | $429,122 | $442,940 | +$13,818 | +3.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,319 | $417,220 | $430,661 | +$13,441 | +3.22% | |
| Guggenheim Capital Llc | 0.00% | 32,828 | $367,017 | $378,835 | +$11,818 | +3.22% | |
| Bridgewealth Advisory Group, Llc | 0.06% | 25,590 | $286,100 | $295,309 | +$9,209 | +3.22% | |
| Cary Street Partners Financial Llc | 0.01% | 22,735 | $254,177 | $262,362 | +$8,185 | +3.22% | |
| Beacon Pointe Advisors, Llc | 0.00% | 19,889 | $222,364 | $229,519 | +$7,155 | +3.22% | |
| Longview Wealth Management | 0.05% | 17,670 | $203,205 | $203,912 | +$707 | +0.35% | |
| Creativeone Wealth, Llc | 0.00% | 17,100 | $191,178 | $197,334 | +$6,156 | +3.22% | |
| D.A. Davidson & Co. | 0.00% | 16,600 | $185,588 | $191,564 | +$5,976 | +3.22% | |
| Capital Investment Advisors, Llc | 0.00% | 15,889 | $177,639 | $183,359 | +$5,720 | +3.22% | |
| Susquehanna International Group, Llp | 0.00% | 15,568 | $174,050 | $179,655 | +$5,605 | +3.22% | |
| Signature Wealth Management Partners, Llc | 0.08% | 14,351 | $160,444 | $165,611 | +$5,167 | +3.22% | |
| O'Rourke & Company, Inc | 0.06% | 13,683 | $152,976 | $157,902 | +$4,926 | +3.22% | |
| Cetera Investment Advisers | 0.00% | 11,618 | $129,891 | $134,072 | +$4,181 | +3.22% | |
| Blackrock, Inc. | 0.00% | 11,533 | $128,939 | $133,091 | +$4,152 | +3.22% | |
| Kestra Advisory Services, Llc | 0.00% | 11,453 | $128,046 | $132,168 | +$4,122 | +3.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,060 | $124,314 | $127,632 | +$3,318 | +2.67% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,400 | $116,281 | $120,016 | +$3,735 | +3.21% | |
| Fifth Third Bancorp | 0.00% | 8,806 | $98,451 | $101,621 | +$3,170 | +3.22% | |
| Noble Wealth Management Pbc | 0.04% | 6,355 | $71,049 | $73,337 | +$2,288 | +3.22% | |
| Sound Income Strategies, Llc | 0.00% | 6,185 | $69,950 | $71,375 | +$1,425 | +2.04% | |
| Farther Finance Advisors, Llc | 0.00% | 3,900 | $44,109 | $45,006 | +$897 | +2.03% | |
| Whipplewood Advisors, Llc | 0.02% | 3,641 | $40,706 | $42,017 | +$1,311 | +3.22% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,530 | $39,465 | $40,736 | +$1,271 | +3.22% | |
| Western Wealth Management, Llc | 0.00% | 2,850 | $31,863 | $32,889 | +$1,026 | +3.22% | |
| Webster Bank, N. A. | 0.00% | 2,000 | $22,360 | $23,080 | +$720 | +3.22% | |
| Allworth Financial Lp | 0.00% | 1,433 | $16,025 | $16,537 | +$512 | +3.19% | |
| Sit Investment Associates Inc | 0.30% | 1,320,217 | $14,760 | $15,235,304 | +$15,220,544 | +103120.22% | |
| Geneos Wealth Management Inc. | 0.00% | 360 | $4,025 | $4,154 | +$129 | +3.21% | |
| Us Bancorp \De\ | 0.00% | 300 | $3,354 | $3,462 | +$108 | +3.22% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,795 | $2,885 | +$90 | +3.22% | |
| Blue Trust, Inc. | 0.00% | 200 | $2,236 | $2,308 | +$72 | +3.22% | |
| Clear Street Group Inc. | 0.00% | 71 | $794 | $819 | +$25 | +3.19% | |
| Wedbush Securities Inc | 0.01% | 17,500 | $196 | $201,950 | +$201,754 | +102935.71% |
Frequently asked questions about PFD
Who owns the most PFD stock?
The largest holders of PFD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLAHERTY & CRUMRINE PREFERRE (PFD).
Is PFD widely held by superinvestors?
Many widely followed stocks like PFD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.