Beacon Pointe Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Beacon Pointe Advisors’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	$165K	Sell	10,165 -21,880	-68%	-$350K	﹤0.01%	1832
2026 Q1	$496K	Sell	32,045 -77,039	-71%	-$1.26M	﹤0.01%	1303
2025 Q4	$1.8M	Buy	+109,084	New	+$1.82M	0.01%	641

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

Beacon Pointe Advisors's FFC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 68% in Q2 2026, selling an estimated $350K and leaving 10,165 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Beacon Pointe Advisors first reported a position in FFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2025. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Beacon Pointe Advisors held 10,165 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $165K as of Q2 2026.
Beacon Pointe Advisors sold 21,880 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $350K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1832 holding.
Beacon Pointe Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2025 and has held it in 3 quarters since.
Beacon Pointe Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.8M in Q4 2025.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.