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

&Partners’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	$819K	Buy	50,298 +4,736	+10%	+$75.7K	﹤0.01%	1533
2026 Q1	$703K	Buy	45,562 +4,720	+12%	+$77.2K	﹤0.01%	1500
2025 Q4	$674K	Buy	40,842 +5,250	+15%	+$87.4K	﹤0.01%	1454
2025 Q3	$601K	Buy	35,592 +2,581	+8%	+$42.4K	﹤0.01%	1347
2025 Q2	$538K	Buy	+33,011	New	+$513K	﹤0.01%	1319

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

&Partners's FFC Position: Q2 2026 in Review

&Partners increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 10% in Q2 2026, buying an estimated $75.7K and bringing the position to 50,298 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

&Partners first reported a position in FFC in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

&Partners held 50,298 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $819K as of Q2 2026.
&Partners bought 4,736 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $75.7K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1533 holding.
&Partners first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2025 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.