Ceera Investments’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Ceera Investments’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 Q1	$468K	Sell	30,245 -1,995	-6%	-$32.6K	0.21%	63
2025 Q4	$532K	Buy	32,240 +960	+3%	+$16K	0.21%	61
2025 Q3	$528K	Buy	31,280 +7,110	+29%	+$117K	0.16%	79
2025 Q2	$394K	Buy	+24,170	New	+$376K	0.12%	87
2023 Q4	–	Sell	-13,080	Closed	-$170K	–	84
2023 Q3	$170K	Hold	13,080	–	–	0.09%	79
2023 Q2	$180K	Hold	13,080	–	–	0.1%	76
2023 Q1	$181K	Sell	13,080 -30	-0.2%	-$476	0.12%	71
2022 Q4	$197K	Sell	13,110 -3,590	-21%	-$54.6K	0.12%	75
2022 Q3	$248K	Hold	16,700	–	–	0.16%	64
2022 Q2	$280K	Sell	16,700 -390	-2%	-$7.06K	0.16%	61
2022 Q1	$336K	Buy	17,090 +30	+0.2%	+$596	0.17%	62
2021 Q4	$371K	Hold	17,060	–	–	0.19%	53
2021 Q3	$380K	Hold	17,060	–	–	0.21%	50
2021 Q2	$388K	Hold	17,060	–	–	0.29%	44
2021 Q1	$400K	Buy	+17,060	New	+$384K	0.33%	43

Other funds holding FFC

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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 $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Ceera Investments's FFC Position: Q1 2026 in Review

Ceera Investments reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 6.2% in Q1 2026, selling an estimated $32.6K and leaving 30,245 shares worth $468K. The position accounts for 0.21% of the portfolio, ranked #63.

Ceera Investments first reported a position in FFC in Q1 2021 and has held it in 15 quarters since. The position peaked at $532K in Q4 2025. 118 funds tracked by Wall St. Rank hold FFC as of Q1 2026.

Ceera Investments held 30,245 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $468K as of Q1 2026.
Ceera Investments sold 1,995 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2026, an estimated $32.6K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.21% of Ceera Investments's portfolio in Q1 2026, its #63 holding.
Ceera Investments first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2021 and has held it in 15 quarters since.
Ceera Investments's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $532K in Q4 2025.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.