SWM
FFC

Spire Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Spire Wealth Management’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 		$288K Sell
17,696
-2,486
-12% -$39.7K 0.01% 680
2026
Q1 		$313K Sell
20,182
-94
-0.5% -$1.54K 0.01% 661
2025
Q4 		$335K Buy
20,276
+395
+2% +$6.58K 0.01% 646
2025
Q3 		$336K Sell
19,881
-511
-3% -$8.4K 0.01% 638
2025
Q2 		$332K Buy
20,392
+359
+2% +$5.58K 0.01% 610
2025
Q1 		$319K Buy
20,033
+496
+3% +$7.92K 0.01% 699
2024
Q4 		$303K Buy
19,537
+326
+2% +$5.2K 0.01% 701
2024
Q3 		$315K Buy
19,211
+75
+0.4% +$1.16K 0.01% 630
2024
Q2 		$283K Sell
19,136
-2,022
-10% -$29.2K 0.01% 630
2024
Q1 		$314K Buy
21,158
+211
+1% +$3.04K 0.01% 650
2023
Q4 		$297K Buy
20,947
+445
+2% +$5.86K 0.01% 653
2023
Q3 		$266K Buy
20,502
+332
+2% +$4.48K 0.01% 623
2023
Q2 		$277K Buy
20,170
+342
+2% +$4.69K 0.01% 628
2023
Q1 		$274K Buy
19,828
+312
+2% +$4.96K 0.01% 633
2022
Q4 		$293K Buy
19,516
+212
+1% +$3.22K 0.02% 465
2022
Q3 		$287K Sell
19,304
-962
-5% -$16.4K 0.02% 452
2022
Q2 		$340K Buy
20,266
+330
+2% +$5.98K 0.01% 588
2022
Q1 		$392K Sell
19,936
-7,802
-28% -$155K 0.01% 644
2021
Q4 		$602K Sell
27,738
-16,701
-38% -$369K 0.01% 629
2021
Q3 		$990K Sell
44,439
-5,679
-11% -$130K 0.03% 419
2021
Q2 		$1.14M Sell
50,118
-3,492
-7% -$79.8K 0.03% 394
2021
Q1 		$1.26M Buy
+53,610
New +$1.21M 0.03% 382

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

Spire Wealth Management's FFC Position: Q2 2026 in Review

Spire Wealth Management reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 12% in Q2 2026, selling an estimated $39.7K and leaving 17,696 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #680.

Spire Wealth Management first reported a position in FFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.26M in Q1 2021. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • Spire Wealth Management held 17,696 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $288K as of Q2 2026.
  • Spire Wealth Management sold 2,486 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $39.7K.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Spire Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.26M in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.