PFO Institutional Ownership & Shareholders
FLAHERTY & CRUMRINE PREFERRE (PFO) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of PFO tracked by InsiderSet, reporting ownership valued at approximately $15.89M in its June 30, 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 $14.74M, representing an estimated loss of -7.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed PFO value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Cibc Bancorp Usa Inc., Pathstone Holdings, 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
48
Total Reported Value
$38.21M
Largest Holder
Sit Investment Associates Inc
Largest Position
$15.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.30% | 1,720,165 | $15,894,000 | $14,741,814 | -$1,152,186 | -7.25% | |
| Cibc Bancorp Usa Inc. | 0.01% | 588,511 | $5,437,842 | $5,043,539 | -$394,303 | -7.25% | |
| Pathstone Holdings, Llc | 0.01% | 270,782 | $2,447,869 | $2,320,602 | -$127,267 | -5.20% | |
| 1607 Capital Partners, Llc | 0.16% | 200,178 | $1,849,645 | $1,715,525 | -$134,120 | -7.25% | |
| Private Advisor Group, Llc | 0.01% | 175,625 | $1,622,774 | $1,505,106 | -$117,668 | -7.25% | |
| Fiera Capital Corp | 0.00% | 128,673 | $1,188,939 | $1,102,728 | -$86,211 | -7.25% | |
| Closed-End Fund Advisors, Inc. | 0.86% | 94,929 | $877,144 | $813,542 | -$63,602 | -7.25% | |
| Noble Wealth Management Pbc | 0.39% | 97,961 | $845,404 | $839,526 | -$5,878 | -0.70% | |
| D.A. Davidson & Co. | 0.00% | 89,490 | $772,305 | $766,929 | -$5,376 | -0.70% | |
| Mustico Financial Group, Inc. | 0.49% | 83,652 | $757,083 | $716,898 | -$40,185 | -5.31% | |
| Morgan Stanley | 0.00% | 77,677 | $717,735 | $665,692 | -$52,043 | -7.25% | |
| Atlas Wealth Llc | 0.08% | 57,449 | $530,829 | $492,338 | -$38,491 | -7.25% | |
| Lpl Financial Llc | 0.00% | 54,614 | $504,635 | $468,042 | -$36,593 | -7.25% | |
| Arax Advisory Partners | 0.00% | 54,038 | $499,314 | $463,106 | -$36,208 | -7.25% | |
| Baird Financial Group, Inc. | 0.00% | 41,928 | $387,415 | $359,323 | -$28,092 | -7.25% | |
| Sowell Financial Services Llc | 0.01% | 39,073 | $337,200 | $334,856 | -$2,344 | -0.70% | |
| Wells Fargo & Company/Mn | 0.00% | 36,061 | $333,205 | $309,043 | -$24,162 | -7.25% | |
| Clifford Swan Investment Counsel Llc | 0.01% | 29,500 | $272,580 | $252,815 | -$19,765 | -7.25% | |
| Smith Asset Management Co., Llc | 0.22% | 30,718 | $265,096 | $263,253 | -$1,843 | -0.70% | |
| Guggenheim Capital Llc | 0.00% | 25,636 | $236,877 | $219,701 | -$17,176 | -7.25% | |
| Osaic Holdings, Inc. | 0.00% | 24,398 | $225,438 | $209,091 | -$16,347 | -7.25% | |
| Rivernorth Capital Management, Llc | 0.01% | 22,537 | $208,242 | $193,142 | -$15,100 | -7.25% | |
| Truemark Investments, Llc | 0.03% | 22,537 | $208,242 | $193,142 | -$15,100 | -7.25% | |
| Catalina Capital Group, Llc | 0.10% | 18,823 | $170,160 | $161,313 | -$8,847 | -5.20% | |
| Logan Stone Capital, Llc | 0.03% | 16,984 | $156,932 | $145,553 | -$11,379 | -7.25% | |
| Traub Capital Management Llc | 0.14% | 16,759 | $154,853 | $143,625 | -$11,228 | -7.25% | |
| Clear Creek Financial Management, Llc | 0.01% | 16,622 | $143,446 | $142,451 | -$995 | -0.69% | |
| Bank Of America Corp | 0.00% | 14,564 | $134,571 | $124,813 | -$9,758 | -7.25% | |
| Cetera Investment Advisers | 0.00% | 13,733 | $126,897 | $117,692 | -$9,205 | -7.25% | |
| Susquehanna International Group, Llp | 0.00% | 13,484 | $124,592 | $115,558 | -$9,034 | -7.25% | |
| Jag Capital Management, Llc | 0.01% | 12,700 | $117,348 | $108,839 | -$8,509 | -7.25% | |
| Mosaic Family Wealth Partners, Llc | 0.01% | 11,824 | $109,251 | $101,332 | -$7,919 | -7.25% | |
| Citadel Advisors Llc | 0.00% | 11,062 | $102,213 | $94,801 | -$7,412 | -7.25% | |
| Alphacore Capital Llc | 0.00% | 10,600 | $97,944 | $90,842 | -$7,102 | -7.25% | |
| Ubs Group Ag | 0.00% | 8,578 | $79,261 | $73,513 | -$5,748 | -7.25% | |
| Basepoint Wealth Llc | 0.03% | 6,387 | $59,013 | $54,737 | -$4,276 | -7.25% | |
| Royal Bank Of Canada | 0.00% | 5,498 | $51,000 | $47,118 | -$3,882 | -7.61% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | 3,679 | $33,994 | $31,529 | -$2,465 | -7.25% | |
| Mather Group, Llc. | 0.00% | 3,238 | $27,944 | $27,750 | -$194 | -0.70% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,000 | $27,720 | $25,710 | -$2,010 | -7.25% | |
| West Branch Capital Llc | 0.00% | 2,438 | $21,040 | $20,894 | -$146 | -0.70% | |
| Action Point Financial Planning, Llc | 0.00% | 1,700 | $15,708 | $14,569 | -$1,139 | -7.25% | |
| Clear Street Group Inc. | 0.00% | 1,535 | $14,183 | $13,155 | -$1,028 | -7.25% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,300 | $12,012 | $11,141 | -$871 | -7.25% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 576 | $4,971 | $4,936 | -$35 | -0.70% | |
| Harbour Investments, Inc. | 0.00% | 400 | $3,696 | $3,428 | -$268 | -7.25% | |
| Highline Wealth Partners Llc | 0.00% | 310 | $2,675 | $2,657 | -$18 | -0.68% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 62,988 | $544 | $539,807 | +$539,263 | +99129.26% |
Frequently asked questions about PFO
Who are the largest institutional holders of PFO?
The largest institutional holders of PFO reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Cibc Bancorp Usa Inc., Pathstone Holdings, Llc, 1607 Capital Partners, Llc, and Private Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported PFO position.
What is PFO institutional ownership?
This page tracks PFO positions reported by institutional investment managers through SEC Form 13F. FLAHERTY & CRUMRINE PREFERRE (PFO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFO?
InsiderSet currently tracks 48 institutional managers reporting PFO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFO shareholders.
How much PFO stock do institutions own?
Institutional investment managers disclosed approximately $38.21M in PFO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFO institutional ownership last updated?
The latest PFO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFO position after the reporting date.
Are institutions buying or selling PFO?
Institutional buying and selling can be analyzed by comparing PFO positions across consecutive 13F reporting periods. InsiderSet's PFO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFO ownership changes.
How has PFO institutional ownership changed over time?
InsiderSet tracks PFO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.