FLAHERTY & CRUMRINE PREFERRE (PFO) Institutional Shareholders
FLAHERTY & CRUMRINE PREFERRE (PFO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $26.11M in PFO holdings during the latest filing period.
Cibc Bancorp Usa Inc. is currently the largest disclosed institutional shareholder of PFO tracked by InsiderSet, reporting ownership valued at approximately $5.32M 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 $5.37M, representing an estimated gain of +1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PFO value among the investors covered in this analysis. Major shareholders include Cibc Bancorp Usa Inc., Advisors Asset Management, Inc., 1607 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in FLAHERTY & CRUMRINE PREFERRE (PFO).
This page ranks the largest institutional PFO 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
50
Total Reported Value
$26.11M
Largest Holder
Cibc Bancorp Usa Inc.
Largest Position
$5.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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% | 588,511 | $5,320,139 | $5,373,105 | +$52,966 | +1.00% | |
| Advisors Asset Management, Inc. | 0.05% | 350,620 | $3,169,605 | $3,201,161 | +$31,556 | +1.00% | |
| 1607 Capital Partners, Llc | 0.21% | 321,580 | $2,907,083 | $2,936,025 | +$28,942 | +1.00% | |
| Pathstone Holdings, Llc | 0.01% | 270,782 | $2,447,869 | $2,472,240 | +$24,371 | +1.00% | |
| Private Advisor Group, Llc | 0.01% | 175,625 | $1,622,774 | $1,603,456 | -$19,318 | -1.19% | |
| Fiera Capital Corp | 0.00% | 125,260 | $1,132,350 | $1,143,624 | +$11,274 | +1.00% | |
| Noble Wealth Management Pbc | 0.42% | 100,360 | $927,324 | $916,287 | -$11,037 | -1.19% | |
| Closed-End Fund Advisors, Inc. | 0.86% | 94,929 | $877,144 | $866,702 | -$10,442 | -1.19% | |
| Morgan Stanley | 0.00% | 94,830 | $857,263 | $865,798 | +$8,535 | +1.00% | |
| D.A. Davidson & Co. | 0.00% | 89,474 | $826,747 | $816,898 | -$9,849 | -1.19% | |
| Mustico Financial Group, Inc. | 0.53% | 81,412 | $754,283 | $743,292 | -$10,991 | -1.46% | |
| Atlas Wealth Llc | 0.08% | 57,449 | $530,829 | $524,509 | -$6,320 | -1.19% | |
| Lpl Financial Llc | 0.00% | 43,504 | $393,274 | $397,192 | +$3,918 | +1.00% | |
| Wells Fargo & Company/Mn | 0.00% | 43,080 | $389,445 | $393,320 | +$3,875 | +1.00% | |
| Baird Financial Group, Inc. | 0.00% | 42,504 | $384,236 | $388,062 | +$3,826 | +1.00% | |
| Sowell Financial Services Llc | 0.01% | 39,073 | $361,035 | $356,736 | -$4,299 | -1.19% | |
| Smith Asset Management Co., Llc | 0.22% | 30,718 | $283,834 | $280,455 | -$3,379 | -1.19% | |
| Clifford Swan Investment Counsel Llc | 0.01% | 29,500 | $266,680 | $269,335 | +$2,655 | +1.00% | |
| Guggenheim Capital Llc | 0.00% | 25,611 | $231,524 | $233,828 | +$2,304 | +1.00% | |
| Truemark Investments, Llc | 0.03% | 22,537 | $208,242 | $205,763 | -$2,479 | -1.19% | |
| Independent Advisor Alliance | 0.00% | 22,140 | $200,146 | $202,138 | +$1,992 | +1.00% | |
| Rivernorth Capital Management, Llc | 0.01% | 21,043 | $190,229 | $192,123 | +$1,894 | +1.00% | |
| Catalina Capital Group, Llc | 0.10% | 18,823 | $170,160 | $171,854 | +$1,694 | +1.00% | |
| Invesco Ltd. | 0.00% | 18,471 | $166,978 | $168,640 | +$1,662 | +1.00% | |
| Traub Capital Management Llc | 0.14% | 16,759 | $154,853 | $153,010 | -$1,843 | -1.19% | |
| Bank Of America Corp | 0.00% | 14,564 | $131,659 | $132,969 | +$1,310 | +1.00% | |
| Susquehanna International Group, Llp | 0.00% | 13,849 | $125,195 | $126,441 | +$1,246 | +1.00% | |
| Jag Capital Management, Llc | 0.01% | 12,700 | $117,348 | $115,951 | -$1,397 | -1.19% | |
| Mosaic Family Wealth Partners, Llc | 0.01% | 11,824 | $109,251 | $107,953 | -$1,298 | -1.19% | |
| Cetera Investment Advisers | 0.00% | 11,718 | $105,932 | $106,985 | +$1,053 | +0.99% | |
| Clear Creek Financial Management, Llc | 0.01% | 11,080 | $102,379 | $101,160 | -$1,219 | -1.19% | |
| Alphacore Capital Llc | 0.00% | 10,600 | $97,944 | $96,778 | -$1,166 | -1.19% | |
| Logan Stone Capital, Llc | 0.03% | 10,504 | $94,956 | $95,902 | +$946 | +1.00% | |
| Basepoint Wealth Llc | 0.05% | 9,937 | $89,828 | $90,725 | +$897 | +1.00% | |
| Osaic Holdings, Inc. | 0.00% | 9,188 | $83,059 | $83,886 | +$827 | +1.00% | |
| Ubs Group Ag | 0.00% | 6,200 | $56,048 | $56,606 | +$558 | +1.00% | |
| Arax Advisory Partners | 0.00% | 4,275 | $38,646 | $39,031 | +$385 | +1.00% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | 3,724 | $33,665 | $34,000 | +$335 | +1.00% | |
| Mather Group, Llc. | 0.00% | 3,238 | $29,919 | $29,563 | -$356 | -1.19% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,000 | $27,120 | $27,390 | +$270 | +1.00% | |
| Allworth Financial Lp | 0.00% | 2,510 | $22,691 | $22,916 | +$225 | +0.99% | |
| West Branch Capital Llc | 0.01% | 2,402 | $22,192 | $21,930 | -$262 | -1.18% | |
| Sit Investment Associates Inc | 0.28% | 1,520,306 | $13,744 | $13,880,394 | +$13,866,650 | +100892.39% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,300 | $11,752 | $11,869 | +$117 | +1.00% | |
| Royal Bank Of Canada | 0.00% | 1,082 | $10,000 | $9,879 | -$121 | -1.21% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 597 | $5,516 | $5,451 | -$65 | -1.19% | |
| Harbour Investments, Inc. | 0.00% | 400 | $3,616 | $3,652 | +$36 | +1.00% | |
| Highline Wealth Partners Llc | 0.00% | 310 | $2,864 | $2,830 | -$34 | -1.18% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 204 | $1,844 | $1,863 | +$19 | +1.00% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 63,965 | $591 | $584,000 | +$583,409 | +98715.64% |
Frequently asked questions about PFO
Who owns the most PFO stock?
The largest holders of PFO 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 (PFO).
Is PFO widely held by superinvestors?
Many widely followed stocks like PFO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFO 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.