Jones Financial Companies’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Jones Financial Companies’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	–	Sell	-2,432	Closed	-$40.2K	–	4793
2025 Q4	$40.2K	Buy	+2,432	New	+$40.5K	﹤0.01%	2632
2025 Q2	–	Sell	-700	Closed	-$11.2K	–	4070
2025 Q1	$11.2K	Buy	+700	New	+$11.2K	﹤0.01%	2661

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Jones Financial Companies's FFC Position: Q1 2026 in Review

Jones Financial Companies sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2026, closing a stake of 2,432 shares — an estimated $40.2K sold.

Jones Financial Companies first reported a position in FFC in Q1 2025 and held it in 2 quarters. The position peaked at $40.2K in Q4 2025. 118 funds tracked by Wall St. Rank hold FFC as of Q1 2026.

Jones Financial Companies reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 2,432 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2026, an estimated $40.2K.
Jones Financial Companies first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2025 and held it in 2 quarters.
Jones Financial Companies's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $40.2K in Q4 2025.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.