MCIA
FFC

Mountain Capital Investment Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Mountain Capital Investment 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
Q2 		$1.05M Sell
64,483
-170
-0.3% -$2.72K 0.15% 23
2026
Q1 		$1.04M Buy
64,653
+820
+1% +$13.4K 0.15% 21
2025
Q4 		$1.06M Buy
63,833
+441
+0.7% +$7.34K 0.17% 21
2025
Q3 		$1.07M Buy
63,392
+468
+0.7% +$7.7K 0.19% 22
2025
Q2 		$1.03M Sell
62,924
-34
-0.1% -$528 0.2% 21
2025
Q1 		$954K Sell
62,958
-26,181
-29% -$418K 0.2% 22
2024
Q4 		$1.41M Buy
89,139
+142
+0.2% +$2.27K 0.29% 18
2024
Q3 		$1.41M Buy
88,997
+22,237
+33% +$343K 0.31% 17
2024
Q2 		$991K Buy
66,760
+1,008
+2% +$14.5K 0.25% 17
2024
Q1 		$956K Buy
65,752
+1,893
+3% +$27.3K 0.27% 16
2023
Q4 		$894K Buy
63,859
+233
+0.4% +$3.07K 0.3% 24
2023
Q3 		$838K Sell
63,626
-1,213
-2% -$16.4K 0.31% 27
2023
Q2 		$886K Buy
64,839
+4,598
+8% +$63.1K 0.33% 46
2023
Q1 		$880K Buy
60,241
+9,664
+19% +$153K 0.39% 48
2022
Q4 		$820K Buy
50,577
+2,745
+6% +$41.7K 0.37% 57
2022
Q3 		$705K Buy
47,832
+27,007
+130% +$459K 0.37% 70
2022
Q2 		$354K Buy
+20,825
New +$377K 0.18% 69

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

Mountain Capital Investment Advisors's FFC Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 0.26% in Q2 2026, selling an estimated $2.72K and leaving 64,483 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #23.

Mountain Capital Investment Advisors first reported a position in FFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.41M in Q3 2024. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • Mountain Capital Investment Advisors held 64,483 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.05M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 170 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $2.72K.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.15% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Mountain Capital Investment Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2022 and has held it in 17 quarters since.
  • Mountain Capital Investment Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.41M in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.