PIS
FLC

POM Investment Strategies’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

POM Investment Strategies’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.29K Buy
+319
New +$5.57K 0.01% 259

Other funds holding FLC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

POM Investment Strategies's FLC Position: Q1 2026 in Review

POM Investment Strategies opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q1 2026: 319 shares worth $5.29K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

50 funds tracked by Wall St. Rank hold FLC as of Q1 2026.

  • POM Investment Strategies held 319 shares of Flaherty & Crumrine Total Return Fund worth $5.29K as of Q1 2026.
  • Flaherty & Crumrine Total Return Fund was a new POM Investment Strategies position in Q1 2026.
  • Flaherty & Crumrine Total Return Fund made up 0.01% of POM Investment Strategies's portfolio in Q1 2026, its #259 holding.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.