SOA Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
Bought
Maintained
Sold
Other funds holding FFC
BA
SIA
HWAM
CAG
SOA Wealth Advisors's FFC Position: Q2 2026 in Review
SOA Wealth Advisors increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 1.9% in Q2 2026, buying an estimated $304 and bringing the position to 1,004 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.
SOA Wealth Advisors first reported a position in FFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $22K in Q4 2021. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.
- SOA Wealth Advisors held 1,004 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $16.3K as of Q2 2026.
- SOA Wealth Advisors bought 19 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $304.
- Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #545 holding.
- SOA Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and has held it in 23 quarters since.
- SOA Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $22K in Q4 2021.
- 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.