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 Q1	$317K	Hold	20,473	–	–	0.1%	171
2025 Q4	$338K	Sell	20,473 -5,991	-23%	-$99.7K	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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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 $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Pines Wealth Management's FFC Position: Q1 2026 in Review

Pines Wealth Management held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q1 2026 at 20,473 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #171.

Pines Wealth Management first reported a position in FFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $447K in Q3 2025. 118 funds tracked by Wall St. Rank hold FFC as of Q1 2026.

Pines Wealth Management held 20,473 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $317K as of Q1 2026.
Pines Wealth Management left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #171 holding.
Pines Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $447K in Q3 2025.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.