Koesten Hirschmann & Crabtree’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-186	Closed	-$3.14K	–	106
2025 Q3	$3.14K	Hold	186	–	–	﹤0.01%	178
2025 Q2	$3.03K	Hold	186	–	–	﹤0.01%	208
2025 Q1	$2.96K	Hold	186	–	–	﹤0.01%	157
2024 Q4	$2.89K	Hold	186	–	–	﹤0.01%	150
2024 Q3	$3.05K	Hold	186	–	–	﹤0.01%	147
2024 Q2	$2.76K	Hold	186	–	–	﹤0.01%	159
2024 Q1	$2.76K	Hold	186	–	–	﹤0.01%	159
2023 Q4	$2.59K	Hold	186	–	–	﹤0.01%	144
2023 Q3	$2.41K	Hold	186	–	–	﹤0.01%	140
2023 Q2	$2.56K	Hold	186	–	–	﹤0.01%	131
2023 Q1	$2.58K	Hold	186	–	–	﹤0.01%	149
2022 Q4	$2.79K	Buy	+186	New	+$2.83K	﹤0.01%	129

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

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

Koesten Hirschmann & Crabtree's FFC Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2025, closing a stake of 186 shares — an estimated $3.14K sold.

Koesten Hirschmann & Crabtree first reported a position in FFC in Q4 2022 and held it in 12 quarters. The position peaked at $3.14K in Q3 2025. 112 funds tracked by Wall St. Rank hold FFC as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 186 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2025, an estimated $3.14K.
Koesten Hirschmann & Crabtree first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $3.14K in Q3 2025.
112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.