49 Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

49 Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Buy	+11,532	New	+$184K	0.04%	181

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

49 Wealth Management's FFC Position: Q2 2026 in Review

49 Wealth Management opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026: 11,532 shares worth $188K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

49 Wealth Management held 11,532 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $188K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund was a new 49 Wealth Management position in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.04% of 49 Wealth Management's portfolio in Q2 2026, its #181 holding.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.