JFS Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

JFS Wealth Advisors’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	$1.65K	Buy	+101	New	+$1.61K	﹤0.01%	1667
2016 Q1	–	Sell	-800	Closed	-$16K	–	639
2015 Q4	$16K	Hold	800	–	–	﹤0.01%	343
2015 Q3	$15K	Buy	+800	New	+$15K	0.01%	299

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

JFS Wealth Advisors's FFC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026: 101 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FFC as recently as Q4 2015.

JFS Wealth Advisors first reported a position in FFC in Q3 2015 and has held it in 3 quarters since. The position peaked at $16K in Q4 2015. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

JFS Wealth Advisors held 101 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.65K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund was a new JFS Wealth Advisors position in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1667 holding.
JFS Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2015 and has held it in 3 quarters since.
JFS Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $16K in Q4 2015.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.