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

Atlantic Edge Private 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	$732K	Hold	44,935	–	–	0.15%	90
2026 Q1	$696K	Buy	+44,935	New	+$735K	0.17%	83

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

Atlantic Edge Private Wealth Management's FFC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q2 2026 at 44,935 shares worth $732K. The position accounts for 0.15% of the portfolio, ranked #90.

Atlantic Edge Private Wealth Management first reported a position in FFC in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Atlantic Edge Private Wealth Management held 44,935 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $732K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.15% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #90 holding.
Atlantic Edge Private Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2026 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.