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Kestra Private Wealth Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Kestra Private Wealth 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 		$273K Buy
16,787
+635
+4% +$10.1K ﹤0.01% 1548
2026
Q1 		$250K Buy
16,152
+224
+1% +$3.66K ﹤0.01% 1535
2025
Q4 		$263K Buy
15,928
+177
+1% +$2.95K ﹤0.01% 1482
2025
Q3 		$266K Sell
15,751
-783
-5% -$12.9K ﹤0.01% 1421
2025
Q2 		$269K Buy
16,534
+241
+1% +$3.75K ﹤0.01% 1342
2025
Q1 		$260K Buy
16,293
+334
+2% +$5.33K ﹤0.01% 1267
2024
Q4 		$248K Buy
15,959
+405
+3% +$6.46K ﹤0.01% 1210
2024
Q3 		$255K Buy
15,554
+732
+5% +$11.3K ﹤0.01% 1155
2024
Q2 		$219K Buy
14,822
+198
+1% +$2.86K ﹤0.01% 1198
2024
Q1 		$217K Sell
14,624
-1,282
-8% -$18.5K ﹤0.01% 1149
2023
Q4 		$221K Buy
15,906
+282
+2% +$3.71K 0.01% 1074
2023
Q3 		$203K Buy
15,624
+2,926
+23% +$39.5K 0.01% 1028
2023
Q2 		$174K Buy
12,698
+765
+6% +$10.5K 0.01% 977
2023
Q1 		$165K Buy
11,933
+1,260
+12% +$20K 0.01% 951
2022
Q4 		$160K Sell
10,673
-1,699
-14% -$25.8K 0.01% 826
2022
Q3 		$184K Buy
12,372
+384
+3% +$6.53K 0.01% 797
2022
Q2 		$201K Buy
+11,988
New +$217K 0.01% 804

Other funds holding FFC

BA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's FFC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 3.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 16,787 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Kestra Private Wealth Services first reported a position in FFC in Q2 2022 and has held it in 17 quarters since. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • Kestra Private Wealth Services held 16,787 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $273K as of Q2 2026.
  • Kestra Private Wealth Services bought 635 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $10.1K.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1548 holding.
  • Kestra Private Wealth Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2022 and has held it in 17 quarters since.
  • 110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.