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Flaherty & Crumrine Pref. Income shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $32k 2.9k 11.18
2022-09-30 $105k 10k 10.50
2022-06-30 $163k 13k 12.66
2022-03-31 $196k 14k 13.80
2020-06-30 $305k 21k 14.50
2020-03-31 $243k 20k 12.00

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Top funds holding Flaherty & Crumrine Pref. Income

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

View all funds holding Flaherty & Crumrine Pref. Income