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Holdings (Monthly) Guide ↗

Flaherty & Crumrine Total Return Fund Incorporated

· Flaherty & Crumrine Total Return Fund Inc
Monthly Holdings $318M AUM 16 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 16 New 2 Added 2 Reduced 9 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BANCO SANTANDER SA 05971KAY5 May 2026 2,400,000 NEW $2.4M 1.24% DBT
2 JP MORGAN CHASE & COMPANY 48128BAR2 May 2026 1,125,000 NEW $1.1M 0.58% DBT
3 ALLY FINANCIAL INC 02005NCB4 May 2026 1,100,000 NEW $1.1M 0.57% DBT
4 PUGET ENERGY INC 745310AT9 May 2026 1,005,000 NEW $1.0M 0.52% DBT
5 CHARLES SCHWAB CORP (THE) 808513CM5 May 2026 1,010,000 NEW $1.0M 0.52% DBT
6 WELLS FARGO & COMPANY 95002YAE3 May 2026 985,000 NEW $994K 0.51% DBT
7 HSBC HOLDINGS PLC 404280FJ3 May 2026 940,000 NEW $960K 0.49% DBT
8 BNP PARIBAS SA 05602XQS0 May 2026 945,000 NEW $947K 0.48% DBT
9 BANCO BILBAO VIZCAYA ARGENTARIA SA 05946KAW1 May 2026 800,000 NEW $807K 0.41% DBT
10 COBANK ACB 19075QAH5 May 2026 775,000 NEW $781K 0.40% DBT
11 FIRST HORIZON CORP FHN H May 2026 30,000 NEW $748K 0.38% EP
12 HUMANA INC 444859CE0 May 2026 650,000 NEW $645K 0.33% DBT
13 TRANSCANADA PIPELINES LTD 89352HBL2 May 2026 560,000 NEW $566K 0.29% DBT
14 HSBC HOLDINGS PLC 404280FR5 May 2026 495,000 NEW $497K 0.25% DBT
15 EMERA US FINANCE LLC 29103HAB3 May 2026 475,000 NEW $482K 0.25% DBT
16 LEHMAN BROS HLDG-ESCROW 000000000 Feb 2026 20,000 NEW $0 0.00% EC