Seamount Financial Group’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Seamount Financial Group’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	$474K	Sell	29,088 -308	-1%	-$4.92K	0.19%	96
2026 Q1	$455K	Sell	29,396 -943	-3%	-$15.4K	0.21%	94
2025 Q4	$501K	Buy	30,339 +8	+0%	+$133	0.23%	87
2025 Q3	$512K	Sell	30,331 -3,624	-11%	-$59.6K	0.24%	82
2025 Q2	$553K	Buy	33,955 +255	+0.8%	+$3.96K	0.28%	78
2025 Q1	$537K	Sell	33,700 -200	-0.6%	-$3.19K	0.37%	66
2024 Q4	$526K	Sell	33,900 -1,799	-5%	-$28.7K	0.36%	66
2024 Q3	$586K	Sell	35,699 -598	-2%	-$9.22K	0.44%	56
2024 Q2	$537K	Hold	36,297	–	–	0.44%	57
2024 Q1	$539K	Sell	36,297 -6,942	-16%	-$99.9K	0.47%	56
2023 Q4	$601K	Buy	+43,239	New	+$569K	0.58%	51

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

Seamount Financial Group's FFC Position: Q2 2026 in Review

Seamount Financial Group reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 1% in Q2 2026, selling an estimated $4.92K and leaving 29,088 shares worth $474K. The position accounts for 0.19% of the portfolio, ranked #96.

Seamount Financial Group first reported a position in FFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $601K in Q4 2023. 110 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Seamount Financial Group held 29,088 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $474K as of Q2 2026.
Seamount Financial Group sold 308 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $4.92K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.19% of Seamount Financial Group's portfolio in Q2 2026, its #96 holding.
Seamount Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $601K in Q4 2023.
110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.