AFS
FFC

Anderson Financial Strategies’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-943
Closed -$13.7K – 93
2025
Q1 		$13.7K Buy
+943
New +$15.1K 0.01% 145

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Anderson Financial Strategies's FFC Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2025, closing a stake of 943 shares — an estimated $13.7K sold.

Anderson Financial Strategies first reported a position in FFC in Q1 2025 and held it in 1 quarter. The position peaked at $13.7K in Q1 2025. 112 funds tracked by Wall St. Rank hold FFC as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 943 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2025, an estimated $13.7K.
  • Anderson Financial Strategies first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $13.7K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.