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 $179.61M 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 $19.99M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed XFFCX value among the investors covered in this analysis. Major shareholders include Bard Associates Inc, Sit Investment Associates Inc, Wells Fargo & Company/Mn, 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
108
Total Reported Value
$179.61M
Largest Holder
Bard Associates Inc
Largest Position
$19.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bard Associates Inc | 4.44% | 1,227,796 | $19,988,519 | — | — | — | |
| Sit Investment Associates Inc | 0.35% | 1,127,695 | $18,359,000 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 946,105 | $15,402,583 | — | — | — | |
| Morgan Stanley | 0.00% | 739,237 | $12,034,786 | — | — | — | |
| Invesco Ltd. | 0.00% | 685,902 | $11,166,484 | — | — | — | |
| Cohen & Steers, Inc. | 0.02% | 612,296 | $9,968,000 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.22% | 472,352 | $7,689,891 | — | — | — | |
| Bank Of America Corp | 0.00% | 365,523 | $5,950,721 | — | — | — | |
| Csenge Advisory Group | 0.21% | 322,022 | $5,242,519 | — | — | — | |
| Lpl Financial Llc | 0.00% | 313,683 | $5,106,764 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 290,360 | $4,727,053 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 236,627 | $3,852,279 | — | — | — | |
| Stifel Financial Corp | 0.00% | 199,914 | $3,254,583 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 184,674 | $3,006,490 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 179,825 | $2,927,554 | — | — | — | |
| 1607 Capital Partners, Llc | 0.24% | 171,099 | $2,785,492 | — | — | — | |
| Gridiron Partners, Llc | 1.46% | 170,995 | $2,783,799 | — | — | — | |
| Fiera Capital Corp | 0.01% | 167,970 | $2,734,552 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 160,360 | $2,610,661 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 154,725 | $2,519,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 139,150 | $2,265,479 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 120,609 | $1,963,501 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 117,328 | $1,910,100 | — | — | — | |
| Elevated Capital Advisors, Llc | 0.52% | 116,044 | $1,889,198 | — | — | — | |
| Sowell Financial Services Llc | 0.06% | 112,147 | $1,825,749 | — | — | — | |
| Ubs Group Ag | 0.00% | 98,876 | $1,609,701 | — | — | — | |
| Focus Partners Wealth | 0.00% | 86,667 | $1,410,941 | — | — | — | |
| Titleist Asset Management, Llc | 0.09% | 80,529 | $1,311,018 | — | — | — | |
| Park Avenue Securities Llc | 0.01% | 79,917 | $1,301,000 | — | — | — | |
| Smith Asset Management Co., Llc | 0.96% | 74,916 | $1,219,632 | — | — | — | |
| Ceera Investments, Llc | 0.51% | 73,730 | $1,200,324 | — | — | — | |
| 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% | 63,135 | $1,027,838 | — | — | — | |
| &Partners | 0.00% | 50,298 | $818,857 | — | — | — | |
| Everstar Asset Management, Llc | 0.35% | 44,900 | $730,972 | — | — | — | |
| 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% | 38,469 | $626,275 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 38,185 | $622,000 | — | — | — | |
| Stolper Co | 0.15% | 35,383 | $576,000 | — | — | — | |
| Western Wealth Management, Llc | 0.02% | 32,231 | $524,720 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 30,961 | $503,116 | — | — | — | |
| Seamount Financial Group Inc | 0.19% | 29,088 | $473,558 | — | — | — | |
| Jacobi Capital Management Llc | 0.02% | 28,015 | $456,084 | — | — | — | |
| Whitener Capital Management, Inc. | 0.09% | 25,585 | $416,524 | — | — | — | |
| Curi Capital, Llc | 0.01% | 25,168 | $409,736 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 24,989 | $406,813 | — | — | — | |
| Maridea Wealth Management Llc | 0.04% | 23,667 | $385,302 | — | — | — | |
| Pines Wealth Management, Llc | 0.10% | 21,274 | $346,341 | — | — | — |
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.