MHS
FFC

M Holdings Securities’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

M Holdings Securities’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
-14,457
Closed -$232K – 197
2026
Q1 		$232K Buy
14,457
+5
+0% +$82 0.02% 283
2025
Q4 		$239K Buy
+14,452
New +$241K 0.02% 287

Other funds holding FFC

BA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M Holdings Securities's FFC Position: Q2 2026 in Review

M Holdings Securities sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026, closing a stake of 14,457 shares — an estimated $232K sold.

M Holdings Securities first reported a position in FFC in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • M Holdings Securities reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,457 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $232K.
  • M Holdings Securities first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $239K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.