Latest imported 13F data
PFD

FLAHERTY & CRUMRINE PFD INCO

Institutional Ownership · Q4 2025

Filing: Q4 2025

FLAHERTY & CRUMRINE PFD INCO (PFD) is held by 45 institutional investors with combined holdings of $42M. Major holders include SIT INVESTMENT ASSOCIATES, CIBC Private Wealth Group, MORGAN STANLEY.

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Institutional Holders
45
Total Value
$42.1M
Ownership %
27.6%

🏦 Top Institutional Holders

SIT INVESTMENT ASSOCIATES INC
1.2M shares
$14.0M
9.15% ownership
CIBC Private Wealth Group LLC
441.4K shares
$5.2M
3.43% ownership
MORGAN STANLEY
292.4K shares
$3.5M
2.28% ownership
Fiera Capital Corp
179.8K shares
$2.1M
1.40% ownership
MGO ONE SEVEN LLC
163.6K shares
$1.9M
1.27% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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