Laird Norton Wetherby Wealth Management’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio FLC Stock Details FLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,464	Closed	-$195K	–	944
2025 Q2	$195K	Buy	+11,464	New	+$189K	0.01%	885

Other funds holding FLC

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

HWAM

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

Laird Norton Wetherby Wealth Management's FLC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q3 2025, closing a stake of 11,464 shares — an estimated $195K sold.

Laird Norton Wetherby Wealth Management first reported a position in FLC in Q2 2025 and held it in 1 quarter. The position peaked at $195K in Q2 2025. 45 funds tracked by Wall St. Rank hold FLC as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining Flaherty & Crumrine Total Return Fund position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,464 Flaherty & Crumrine Total Return Fund shares in Q3 2025, an estimated $195K.
Laird Norton Wetherby Wealth Management first reported a position in Flaherty & Crumrine Total Return Fund in Q2 2025 and held it in 1 quarter.
Laird Norton Wetherby Wealth Management's Flaherty & Crumrine Total Return Fund position peaked at $195K in Q2 2025.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.