3 institutions reported holding $639,078 of FLAHERTY & CRUMRINE PFD INCO (PFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathway Financial Advisors LLC ($544,212), Noble Wealth Management PBC ($83,236), CoreCap Advisors, LLC ($11,630). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $544,212 | 46,996 | Trimmed |
| 2 | Noble Wealth Management PBC | $83,236 | 7,157 | Added |
| 3 | CoreCap Advisors, LLC | $11,630 | 1,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30