KHC
FFC

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

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.39B AUM 8.35% 1-Year Est. Return