SFG
FFC

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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 32 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.
  • 32 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.