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 Q2	$1.2M	Buy	73,730 +43,485	+144%	+$695K	0.51%	48
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 $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 $3.42B AUM 25.82% 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

Ceera Investments's FFC Position: Q2 2026 in Review

Ceera Investments increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 144% in Q2 2026, buying an estimated $695K and bringing the position to 73,730 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #48.

Ceera Investments first reported a position in FFC in Q1 2021 and has held it in 16 quarters since. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Ceera Investments held 73,730 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.2M as of Q2 2026.
Ceera Investments bought 43,485 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $695K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.51% of Ceera Investments's portfolio in Q2 2026, its #48 holding.
Ceera Investments first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2021 and has held it in 16 quarters since.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.