FLAHERTY & CRUMRINE PREF (XFFCX) Institutional Shareholders
FLAHERTY & CRUMRINE PREF (XFFCX) 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 $147.16M in XFFCX holdings during the latest filing period.
Bard Associates Inc is currently the largest disclosed institutional shareholder of XFFCX tracked by InsiderSet, reporting ownership valued at approximately $18.84M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed XFFCX value among the investors covered in this analysis. Major shareholders include Bard Associates Inc, Wells Fargo & Company/Mn, Invesco Ltd., and several other long-term asset managers with concentrated positions in FLAHERTY & CRUMRINE PREF (XFFCX).
This page ranks the largest institutional XFFCX 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
121
Total Reported Value
$147.16M
Largest Holder
Bard Associates Inc
Largest Position
$18.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bard Associates Inc | 4.73% | 1,216,021 | $18,836,165 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 926,383 | $14,349,674 | — | — | — | |
| Invesco Ltd. | 0.00% | 678,373 | $10,507,998 | — | — | — | |
| Morgan Stanley | 0.00% | 674,494 | $10,447,920 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.22% | 472,352 | $7,689,891 | — | — | — | |
| Bank Of America Corp | 0.00% | 372,868 | $5,775,725 | — | — | — | |
| 1607 Capital Partners, Llc | 0.38% | 340,251 | $5,270,488 | — | — | — | |
| Csenge Advisory Group | 0.24% | 333,238 | $5,161,852 | — | — | — | |
| Lpl Financial Llc | 0.00% | 309,201 | $4,789,518 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 290,360 | $4,727,053 | — | — | — | |
| Stifel Financial Corp | 0.00% | 279,921 | $4,335,987 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 236,683 | $3,666,224 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 184,674 | $3,006,490 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 171,926 | $2,663,994 | — | — | — | |
| Fiera Capital Corp | 0.01% | 162,187 | $2,512,277 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 161,777 | $2,505,926 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 150,410 | $2,330,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 146,876 | $2,275,213 | — | — | — | |
| Gridiron Partners, Llc | 1.28% | 135,742 | $2,102,644 | — | — | — | |
| Elevated Capital Advisors, Llc | 0.52% | 116,044 | $1,889,198 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 121,151 | $1,876,636 | — | — | — | |
| Sowell Financial Services Llc | 0.06% | 112,147 | $1,825,749 | — | — | — | |
| Logan Stone Capital, Llc | 0.47% | 108,421 | $1,679,441 | — | — | — | |
| Ubs Group Ag | 0.00% | 95,094 | $1,473,006 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 93,946 | $1,455,224 | — | — | — | |
| Focus Partners Wealth | 0.00% | 86,772 | $1,344,100 | — | — | — | |
| Titleist Asset Management, Llc | 0.09% | 80,529 | $1,311,018 | — | — | — | |
| Smith Asset Management Co., Llc | 0.96% | 74,916 | $1,219,632 | — | — | — | |
| Noble Wealth Management Pbc | 0.54% | 72,317 | $1,177,321 | — | — | — | |
| Mountain Capital Investment Advisors Inc. | 0.15% | 64,483 | $1,049,790 | — | — | — | |
| Compound Planning, Inc. | 0.03% | 63,435 | $982,608 | — | — | — | |
| Everstar Asset Management, Llc | 0.35% | 44,900 | $730,972 | — | — | — | |
| Wolverine Asset Management Llc | 0.01% | 46,312 | $717,373 | — | — | — | |
| &Partners | 0.00% | 45,562 | $702,715 | — | — | — | |
| Atlantic Edge Private Wealth Management, Llc | 0.17% | 44,935 | $696,044 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 40,993 | $667,366 | — | — | — | |
| Smith, Moore & Co. | 0.04% | 39,289 | $608,587 | — | — | — | |
| Western Wealth Management, Llc | 0.02% | 32,798 | $508,037 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 30,961 | $503,116 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 32,045 | $496,374 | — | — | — | |
| Seamount Financial Group Inc | 0.19% | 29,088 | $473,558 | — | — | — | |
| Ceera Investments, Llc | 0.21% | 30,245 | $468,495 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 29,759 | $460,967 | — | — | — | |
| Readystate Asset Management Lp | 0.03% | 29,596 | $458,442 | — | — | — | |
| Jacobi Capital Management Llc | 0.02% | 28,015 | $456,084 | — | — | — | |
| Whitener Capital Management, Inc. | 0.09% | 25,585 | $416,524 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 24,989 | $406,813 | — | — | — | |
| Curi Capital, Llc | 0.01% | 25,168 | $389,853 | — | — | — | |
| Pines Wealth Management, Llc | 0.10% | 21,274 | $346,341 | — | — | — | |
| Sage Capital Advisors,Llc | 0.07% | 20,203 | $328,899 | — | — | — |
Frequently asked questions about XFFCX
Who owns the most XFFCX stock?
The largest holders of XFFCX 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 PREF (XFFCX).
Is XFFCX widely held by superinvestors?
Many widely followed stocks like XFFCX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XFFCX 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.