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 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 $398M AUM 54.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HWAM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Lido Advisors's FFC Position: Q1 2026 in Review

Lido Advisors reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 54% in Q1 2026, selling an estimated $327K and leaving 16,895 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Lido Advisors first reported a position in FFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $770K in Q3 2024. 118 funds tracked by Wall St. Rank hold FFC as of Q1 2026.

Lido Advisors held 16,895 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $262K as of Q1 2026.
Lido Advisors sold 20,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2026, an estimated $327K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1637 holding.
Lido Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2023 and has held it in 11 quarters since.
Lido Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $770K in Q3 2024.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.