PFD — Flaherty & Crumrine Pfd Income Com Institutional Holders · Q3 2026
Who owns Flaherty & Crumrine Pfd Income Com (PFD)? 4 institutions reported holding $643,183 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pathway Financial Advisors LLC ($474,848), Noble Wealth Management PBC ($101,561), Farther Finance Advisors, LLC ($42,003).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $474,848 | 44,090 | Trimmed |
| 2 | Noble Wealth Management PBC | $101,561 | 9,430 | Added |
| 3 | Farther Finance Advisors, LLC | $42,003 | 3,900 | Hold |
| 4 | CoreCap Advisors, LLC | $24,771 | 2,300 | Added |
Source: SEC Form 13F filings · as of 2026-09-30