Atomi Financial Group’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Atomi Financial Group’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	$1.03M	Sell	63,135 -300	-0.5%	-$4.79K	0.03%	461
2026 Q1	$983K	Hold	63,435	–	–	0.03%	446
2025 Q4	$1.05M	Sell	63,435 -840	-1%	-$14K	0.03%	393
2025 Q3	$1.09M	Sell	64,275 -1,250	-2%	-$20.6K	0.04%	350
2025 Q2	$1.07M	Sell	65,525 -500	-0.8%	-$7.77K	0.04%	321
2025 Q1	$1.05M	Hold	66,025	–	–	0.05%	301
2024 Q4	$1.03M	Buy	66,025 +38,125	+137%	+$608K	0.05%	262
2024 Q3	$458K	Buy	27,900 +2,500	+10%	+$38.6K	0.03%	486
2024 Q2	$376K	Sell	25,400 -500	-2%	-$7.21K	0.03%	499
2024 Q1	$385K	Sell	25,900 -2,750	-10%	-$39.6K	0.04%	437
2023 Q4	$398K	Sell	28,650 -13,227	-32%	-$174K	0.06%	329
2023 Q3	$543K	Sell	41,877 -5,156	-11%	-$69.6K	0.18%	140
2023 Q2	$646K	Sell	47,033 -2,386	-5%	-$32.7K	0.29%	108
2023 Q1	$684K	Buy	+49,419	New	+$785K	0.38%	74

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

Atomi Financial Group's FFC Position: Q2 2026 in Review

Atomi Financial Group reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 0.47% in Q2 2026, selling an estimated $4.79K and leaving 63,135 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #461.

Atomi Financial Group first reported a position in FFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2025. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Atomi Financial Group held 63,135 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.03M as of Q2 2026.
Atomi Financial Group sold 300 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $4.79K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #461 holding.
Atomi Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.09M in Q3 2025.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.