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FFC

NewEdge Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

NewEdge 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 		$303K Sell
18,605
-831
-4% -$13.3K ﹤0.01% 2479
2026
Q1 		$301K Buy
19,436
+89
+0.5% +$1.46K ﹤0.01% 2338
2025
Q4 		$319K Buy
19,347
+3,092
+19% +$51.5K ﹤0.01% 2271
2025
Q3 		$275K Sell
16,255
-560
-3% -$9.21K ﹤0.01% 2230
2025
Q2 		$274K Sell
16,815
-280
-2% -$4.35K ﹤0.01% 2069
2025
Q1 		$272K Sell
17,095
-324
-2% -$5.17K ﹤0.01% 1956
2024
Q4 		$271K Sell
17,419
-2,415
-12% -$38.5K ﹤0.01% 1932
2024
Q3 		$325K Buy
19,834
+272
+1% +$4.2K ﹤0.01% 1752
2024
Q2 		$289K Buy
19,562
+3,776
+24% +$54.5K ﹤0.01% 1742
2024
Q1 		$234K Buy
15,786
+1,170
+8% +$16.8K ﹤0.01% 1768
2023
Q4 		$208K Buy
+14,616
New +$192K ﹤0.01% 1700
2023
Q3 		– Sell
-13,200
Closed -$181K – 3529
2023
Q2 		$181K Hold
13,200
– – ﹤0.01% 1667
2023
Q1 		$172K Sell
13,200
-813
-6% -$12.9K ﹤0.01% 1590
2022
Q4 		$210K Buy
14,013
+1,013
+8% +$15.4K 0.01% 1171
2022
Q3 		$193K Buy
13,000
+100
+0.8% +$1.7K ﹤0.01% 1364
2022
Q2 		$216K Buy
+12,900
New +$234K ﹤0.01% 1365

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

NewEdge Advisors's FFC Position: Q2 2026 in Review

NewEdge Advisors reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 4.3% in Q2 2026, selling an estimated $13.3K and leaving 18,605 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

NewEdge Advisors first reported a position in FFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $325K in Q3 2024. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • NewEdge Advisors held 18,605 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $303K as of Q2 2026.
  • NewEdge Advisors sold 831 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $13.3K.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2479 holding.
  • NewEdge Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $325K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.