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

Pines 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 Q3	$318K	Sell	21,266 -8	-0%	-$127	0.09%	172
2026 Q2	$346K	Buy	21,274 +801	+4%	+$12.8K	0.1%	170
2026 Q1	$317K	Hold	20,473	–	–	0.1%	171
2025 Q4	$338K	Sell	20,473 -5,991	-23%	-$100K	0.11%	166
2025 Q3	$447K	Buy	26,464 +8,580	+48%	+$141K	0.15%	136
2025 Q2	$296K	Hold	17,884	–	–	0.1%	178
2025 Q1	$262K	Buy	17,884 +3,871	+28%	+$61.8K	0.12%	166
2024 Q4	$220K	Buy	+14,013	New	+$224K	0.1%	192

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return

Pines Wealth Management's FFC Position: Q3 2026 in Review

Pines Wealth Management reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 0.04% in Q3 2026, selling an estimated $127 and leaving 21,266 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #172.

Pines Wealth Management first reported a position in FFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $447K in Q3 2025. 23 funds tracked by Wall St. Rank hold FFC as of Q3 2026.

Pines Wealth Management held 21,266 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $318K as of Q3 2026.
Pines Wealth Management sold 8 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2026, an estimated $127.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.09% of Pines Wealth Management's portfolio in Q3 2026, its #172 holding.
Pines Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $447K in Q3 2025.
23 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.