Grimes & Company’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Grimes & Company’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	$175K	Buy	+10,776	New	+$172K	﹤0.01%	437

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

Grimes & Company's FFC Position: Q2 2026 in Review

Grimes & Company opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026: 10,776 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings.

111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Grimes & Company held 10,776 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $175K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund was a new Grimes & Company position in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #437 holding.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.