LifeSteps Financial’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

LifeSteps Financial’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	$4.88K	Buy	+300	New	+$4.79K	﹤0.01%	541
2024 Q2	–	Sell	-300	Closed	-$4.46K	–	195
2024 Q1	$4.46K	Buy	+300	New	+$4.32K	﹤0.01%	348

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 $3.5B AUM 41.95% 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

LifeSteps Financial's FFC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026: 300 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FFC as recently as Q1 2024.

LifeSteps Financial first reported a position in FFC in Q1 2024 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

LifeSteps Financial held 300 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $4.88K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund was a new LifeSteps Financial position in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #541 holding.
LifeSteps Financial first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2024 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.