Lido Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Lido Advisors’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	–	Sell	-16,895	Closed	-$262K	–	2180
2026 Q1	$262K	Sell	16,895 -20,000	-54%	-$327K	﹤0.01%	1637
2025 Q4	$623K	Hold	36,895	–	–	﹤0.01%	1211
2025 Q3	$623K	Sell	36,895 -10,000	-21%	-$164K	﹤0.01%	1149
2025 Q2	$764K	Hold	46,895	–	–	﹤0.01%	949
2025 Q1	$747K	Hold	46,895	–	–	﹤0.01%	887
2024 Q4	$728K	Hold	46,895	–	–	﹤0.01%	883
2024 Q3	$770K	Hold	46,895	–	–	﹤0.01%	809
2024 Q2	$694K	Sell	46,895 -600	-1%	-$8.66K	﹤0.01%	805
2024 Q1	$705K	Hold	47,495	–	–	﹤0.01%	772
2023 Q4	$660K	Buy	47,495 +17,495	+58%	+$230K	﹤0.01%	759
2023 Q3	$389K	Buy	+30,000	New	+$405K	﹤0.01%	831

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

Lido Advisors's FFC Position: Q2 2026 in Review

Lido Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026, closing a stake of 16,895 shares — an estimated $262K sold.

Lido Advisors first reported a position in FFC in Q3 2023 and held it in 11 quarters. The position peaked at $770K in Q3 2024. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Lido Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 16,895 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $262K.
Lido Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2023 and held it in 11 quarters.
Lido Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $770K in Q3 2024.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.