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 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%	-$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 $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

Pines Wealth Management's FFC Position: Q2 2026 in Review

Pines Wealth Management increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 3.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 21,274 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #170.

Pines Wealth Management first reported a position in FFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q3 2025. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Pines Wealth Management held 21,274 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $346K as of Q2 2026.
Pines Wealth Management bought 801 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $12.8K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.1% of Pines Wealth Management's portfolio in Q2 2026, its #170 holding.
Pines Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $447K in Q3 2025.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.