Maridea Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Maridea Wealth 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	$385K	Buy	23,667 +5,635	+31%	+$90K	0.04%	364
2026 Q1	$279K	Buy	+18,032	New	+$295K	0.04%	365

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

Maridea Wealth Management's FFC Position: Q2 2026 in Review

Maridea Wealth Management increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 31% in Q2 2026, buying an estimated $90K and bringing the position to 23,667 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #364.

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

Maridea Wealth Management held 23,667 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $385K as of Q2 2026.
Maridea Wealth Management bought 5,635 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $90K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #364 holding.
Maridea Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2026 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.