Focus Partners Wealth
FFC

Focus Partners Wealth’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Focus Partners Wealth’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 		$1.34M Sell
86,772
-1,685
-2% -$27.6K ﹤0.01% 1480
2025
Q4 		$1.46M Sell
88,457
-2,900
-3% -$48.3K ﹤0.01% 1467
2025
Q3 		$1.54M Sell
91,357
-2,190
-2% -$36K ﹤0.01% 1116
2025
Q2 		$1.52M Buy
93,547
+1,915
+2% +$29.8K ﹤0.01% 986
2025
Q1 		$1.46M Buy
91,632
+1,950
+2% +$31.1K ﹤0.01% 943
2024
Q4 		$1.39M Sell
89,682
-308
-0.3% -$4.91K ﹤0.01% 959
2024
Q3 		$1.48M Sell
89,990
-2,950
-3% -$45.5K ﹤0.01% 847
2024
Q2 		$1.38M Buy
+92,940
New +$1.34M ﹤0.01% 724

Other funds holding FFC

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wells Fargo
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
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
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