MAI Capital Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

MAI Capital Management’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	-2,200	Closed	-$34.1K	–	2975
2026 Q1	$34.1K	Hold	2,200	–	–	﹤0.01%	2485
2025 Q4	$36.3K	Sell	2,200 -200	-8%	-$3.33K	﹤0.01%	2202
2025 Q3	$40.5K	Hold	2,400	–	–	﹤0.01%	2047
2025 Q2	$39.1K	Hold	2,400	–	–	﹤0.01%	1996
2025 Q1	$38.2K	Sell	2,400 -47	-2%	-$750	﹤0.01%	1888
2024 Q4	$38K	Buy	+2,447	New	+$39K	﹤0.01%	1897

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

MAI Capital Management's FFC Position: Q2 2026 in Review

MAI Capital Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026, closing a stake of 2,200 shares — an estimated $34.1K sold.

MAI Capital Management first reported a position in FFC in Q4 2024 and held it in 6 quarters. The position peaked at $40.5K in Q3 2025. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

MAI Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 2,200 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $34.1K.
MAI Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $40.5K in Q3 2025.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.