PASADENA, CA
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INCPFD— Latest position per institution from SEC 13F filings
15
Institutional holders
4.37M
Total shares held
33.54M
Estimated value
218.25K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.46M
Value
17K
Filed
Jun 30, 2026
CIBC PRIVATE WEALTH GROUP LLC
CIK 1298088
Shares
441.36K
Value
5.24M
Filed
Dec 31, 2025
CIBC BANCORP USA INC.
CIK 1711924
Shares
441.36K
Value
5.13M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
297.51K
Value
3.46M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
177.12K
Value
2.06M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
160.69K
Value
1.92M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
157.98K
Value
1.84M
Filed
Jun 30, 2026
MGO ONE SEVEN LLC
CIK 1731444
Shares
141.31K
Value
1.64M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
134.81K
Value
1.52M
Filed
Jun 30, 2025
INVESCO LTD.
CIK 914208
Shares
134.42K
Value
1.33M
Filed
Jun 30, 2023
UBS GROUP AG
CIK 1610520
Shares
115.97K
Value
1.35M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
109.01K
Value
1.27M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
93.15K
Value
1.08M
Filed
Jun 30, 2026
UMB BANK, N.A.
CIK 933429
Shares
86.37K
Value
1M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
85.43K
Value
993.59K
Filed
Jun 30, 2026
SMITH ASSET MANAGEMENT CO., LLC
CIK 2068217
Shares
71.47K
Value
769.71K
Filed
Sep 30, 2026
PRIVATE WEALTH STRATEGIES, L.L.C.
CIK 1803189
Shares
68.63K
Value
716.48K
Filed
Jun 30, 2024
LIDO ADVISORS, LLC
CIK 1650150
Shares
66.88K
Value
803.90K
Filed
Dec 31, 2025
FIDUCIARY FINANCIAL ADVISORS
CIK 2116119
Shares
60.58K
Value
704.57K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
58.87K
Value
684.63K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.46M | 17K | Jun 30, 2026 |
| 2 | CIBC PRIVATE WEALTH GROUP LLC | 1298088 | 441.36K | 5.24M | Dec 31, 2025 |
| 3 | CIBC BANCORP USA INC. | 1711924 | 441.36K | 5.13M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 297.51K | 3.46M | Jun 30, 2026 |
| 5 | FIERA CAPITAL CORP | 1505817 | 177.12K | 2.06M | Jun 30, 2026 |
| 6 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 160.69K | 1.92M | Sep 30, 2024 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 157.98K | 1.84M | Jun 30, 2026 |
| 8 | MGO ONE SEVEN LLC | 1731444 | 141.31K | 1.64M | Jun 30, 2026 |
| 9 | MATISSE CAPITAL | 1668256 | 134.81K | 1.52M | Jun 30, 2025 |
| 10 | INVESCO LTD. | 914208 | 134.42K | 1.33M | Jun 30, 2023 |
| 11 | UBS GROUP AG | 1610520 | 115.97K | 1.35M | Jun 30, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 109.01K | 1.27M | Jun 30, 2026 |
| 13 | WELLS FARGO & COMPANY/MN | 72971 | 93.15K | 1.08M | Jun 30, 2026 |
| 14 | UMB BANK, N.A. | 933429 | 86.37K | 1M | Jun 30, 2026 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 85.43K | 993.59K | Jun 30, 2026 |
| 16 | SMITH ASSET MANAGEMENT CO., LLC | 2068217 | 71.47K | 769.71K | Sep 30, 2026 |
| 17 | PRIVATE WEALTH STRATEGIES, L.L.C. | 1803189 | 68.63K | 716.48K | Jun 30, 2024 |
| 18 | LIDO ADVISORS, LLC | 1650150 | 66.88K | 803.90K | Dec 31, 2025 |
| 19 | FIDUCIARY FINANCIAL ADVISORS | 2116119 | 60.58K | 704.57K | Jun 30, 2026 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 58.87K | 684.63K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.