SFS
FFC

Sowell Financial Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Sowell Financial Services’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 		$1.83M Sell
112,147
-4,085
-4% -$65.3K 0.06% 331
2026
Q1 		$1.8M Sell
116,232
-4,925
-4% -$80.5K 0.07% 310
2025
Q4 		$2M Sell
121,157
-3,175
-3% -$52.9K 0.07% 278
2025
Q3 		$2.1M Buy
124,332
+146
+0.1% +$2.4K 0.08% 261
2025
Q2 		$2.02M Sell
124,186
-3,299
-3% -$51.3K 0.08% 265
2025
Q1 		$2.03M Sell
127,485
-468
-0.4% -$7.47K 0.09% 233
2024
Q4 		$1.99M Buy
127,953
+5,213
+4% +$83.2K 0.1% 216
2024
Q3 		$2.01M Sell
122,740
-3,841
-3% -$59.3K 0.09% 234
2024
Q2 		$1.87M Sell
126,581
-1,150
-0.9% -$16.6K 0.09% 230
2024
Q1 		$1.9M Buy
127,731
+2,602
+2% +$37.5K 0.09% 243
2023
Q4 		$1.74M Buy
125,129
+7,573
+6% +$99.7K 0.09% 236
2023
Q3 		$1.52M Buy
117,556
+760
+0.7% +$10.3K 0.1% 240
2023
Q2 		$1.6M Buy
116,796
+150
+0.1% +$2.06K 0.09% 254
2023
Q1 		$1.61M Sell
116,646
-290
-0.2% -$4.61K 0.12% 196
2022
Q4 		$1.76M Sell
116,936
-150
-0.1% -$2.28K 0.11% 211
2022
Q3 		$1.74M Buy
117,086
+144
+0.1% +$2.45K 0.18% 157
2022
Q2 		$1.96M Buy
+116,942
New +$2.12M 0.18% 107
2022
Q1 		– Sell
-89,696
Closed -$1.95M – 266
2021
Q4 		$1.95M Sell
89,696
-27,932
-24% -$617K 0.11% 200
2021
Q3 		$2.62M Buy
117,628
+9,943
+9% +$227K 0.18% 140
2021
Q2 		$2.45M Buy
107,685
+1,539
+1% +$35.1K 0.16% 160
2021
Q1 		$2.46M Buy
106,146
+96,160
+963% +$2.17M 0.09% 210
2020
Q4 		$234K Buy
9,986
+170
+2% +$3.77K 0.01% 788
2020
Q3 		$206K Sell
9,816
-868
-8% -$18.4K 0.01% 713
2020
Q2 		$215K Sell
10,684
-4,691
-31% -$89.9K 0.01% 694
2020
Q1 		$257K Sell
15,375
-18,948
-55% -$388K 0.02% 589
2019
Q4 		$744K Sell
34,323
-330
-1% -$7.06K 0.06% 334
2019
Q3 		$726K Buy
+34,653
New +$705K 0.06% 315
2019
Q1 		$677K Buy
35,788
+226
+0.6% +$4.15K 0.08% 266
2018
Q4 		$595K Buy
+35,562
New +$605K 0.08% 242
2017
Q1 		– Sell
-1,900
Closed -$38K – 361
2016
Q4 		$38K Buy
+1,900
New +$37.3K 0.01% 366

Other funds holding FFC

BA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's FFC Position: Q2 2026 in Review

Sowell Financial Services reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 3.5% in Q2 2026, selling an estimated $65.3K and leaving 112,147 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #331.

Sowell Financial Services first reported a position in FFC in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.62M in Q3 2021. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • Sowell Financial Services held 112,147 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.83M as of Q2 2026.
  • Sowell Financial Services sold 4,085 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $65.3K.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #331 holding.
  • Sowell Financial Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2016 and has held it in 30 quarters since.
  • Sowell Financial Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $2.62M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.