Keating Financial Advisory Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Keating Financial Advisory Services’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	$15K	Sell	923 -418	-31%	-$6.68K	﹤0.01%	1089
2026 Q1	$20.8K	Buy	1,341 +25	+2%	+$409	﹤0.01%	877
2025 Q4	$21.7K	Buy	+1,316	New	+$21.9K	﹤0.01%	886

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 $3.42B AUM 25.82% 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

Keating Financial Advisory Services's FFC Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 31% in Q2 2026, selling an estimated $6.68K and leaving 923 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Keating Financial Advisory Services first reported a position in FFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q4 2025. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Keating Financial Advisory Services held 923 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $15K as of Q2 2026.
Keating Financial Advisory Services sold 418 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $6.68K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1089 holding.
Keating Financial Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $21.7K in Q4 2025.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.