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Flaherty & Crumrine Pref. Income shares owned by Change Path

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

Historical chart of Change Path investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 26k 12.02
2025-06-30 $115k 10k 11.31
2022-12-31 $207k 19k 11.13
2021-12-31 $221k 13k 17.54
2021-09-30 $357k 23k 15.74
2021-06-30 $542k 33k 16.70
2021-03-31 $328k 19k 17.73
2020-12-31 $275k 15k 18.97

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Top funds holding Flaherty & Crumrine Pref. Income

Sit Investment Associates
Atlantic Trust
Morgan Stanley
We Are One Seven
UBS Group
Smith Asset Management
Fiera Capital Corporation
Umb Bank N A
Advisor Group Holdings
Wells Fargo & Company
LPL Financial
Lido Advisors
Royal Bank of Canada
CNH Partners
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income