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Flaherty & Crumrine Pref. Income shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 20k 11.18

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Top funds holding Flaherty & Crumrine Pref. Income

Sit Investment Associates
CIBC Bancorp USA
Morgan Stanley
Fiera Capital Corporation
Bank of America Corporation
We Are One Seven
UBS Group
LPL Financial
Wells Fargo & Company
Umb Bank N A
Advisor Group Holdings
1607 Capital Partners
Smith Asset Management
Raymond James Financial
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income