Flaherty & Crumrine PFD Inco (PFD): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PFD (all 13F filers)
- SIT Investment Associates1.5 MType not verified+142 K
- CIBC Bancorp USA441 KBank or trading desk0
- Morgan Stanley298 KBank or trading desk−5,379
- Fiera Capital177 KInvestment firm+5,697
- Bank of America158 KBank or trading desk+329
- MGO One Seven141 KType not verified−2,367
- UBS Group116 KBank or trading desk+3,349
- LPL Financial109 KWealth adviser−885
- Wells Fargo93 KBank or trading desk−3,015
- UMB Bank, n.a86 KBank or trading desk0
- Shares
- 1.5 M
- Change
- +142 K
See more
- Type
- Type not verified
- Value
- $17.0M
- Shares
- 441 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $5.1M
- Shares
- 298 K
- Change
- −5,379
See more
- Type
- Bank or trading desk
- Value
- $3.5M
- Shares
- 177 K
- Change
- +5,697
See more
- Type
- Investment firm
- Value
- $2.1M
- Shares
- 158 K
- Change
- +329
See more
- Type
- Bank or trading desk
- Value
- $1.8M
- Shares
- 141 K
- Change
- −2,367
See more
- Type
- Type not verified
- Value
- $1.6M
- Shares
- 116 K
- Change
- +3,349
See more
- Type
- Bank or trading desk
- Value
- $1.3M
- Shares
- 109 K
- Change
- −885
See more
- Type
- Wealth adviser
- Value
- $1.3M
- Shares
- 93 K
- Change
- −3,015
See more
- Type
- Bank or trading desk
- Value
- $1.1M
- Shares
- 86 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $1.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates10.3%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 6, 2026
- SIT Investment Associates8.4%13Gfiling ↗Event: Sep 30, 2025 · filed: Oct 2, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗