GRP
FLC

Global Retirement Partners’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Global Retirement Partners’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$57.1K Buy
+3,261
New +$57.2K ﹤0.01% 2276

Other funds holding FLC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's FLC Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q4 2025: 3,261 shares worth $57.1K. The stake represents ﹤0.01% of the portfolio and ranks #2276 among its holdings.

44 funds tracked by Wall St. Rank hold FLC as of Q4 2025.

  • Global Retirement Partners held 3,261 shares of Flaherty & Crumrine Total Return Fund worth $57.1K as of Q4 2025.
  • Flaherty & Crumrine Total Return Fund was a new Global Retirement Partners position in Q4 2025.
  • Flaherty & Crumrine Total Return Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2276 holding.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.