Steward Partners Investment Advisory’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Steward Partners Investment Advisory’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	$88.5K	Buy	5,435 +130	+2%	+$2.08K	﹤0.01%	2652
2026 Q1	$82.2K	Buy	5,305 +4,118	+347%	+$67.3K	﹤0.01%	2487
2025 Q4	$19.6K	Sell	1,187 -5,418	-82%	-$90.2K	﹤0.01%	3153
2025 Q3	$112K	Buy	6,605 +6,105	+1,221%	+$100K	﹤0.01%	2169
2025 Q2	$8.14K	Hold	500	–	–	﹤0.01%	3300
2025 Q1	$7.96K	Hold	500	–	–	﹤0.01%	3195
2024 Q4	$7.76K	Hold	500	–	–	﹤0.01%	3201
2024 Q3	$8.21K	Hold	500	–	–	﹤0.01%	3024
2024 Q2	$7.39K	Hold	500	–	–	﹤0.01%	2918
2024 Q1	$7.42K	Buy	+500	New	+$7.2K	﹤0.01%	2918
2022 Q3	–	Sell	-600	Closed	-$10K	–	3271
2022 Q2	$10K	Hold	600	–	–	﹤0.01%	2516
2022 Q1	$12K	Sell	600 -250	-29%	-$4.97K	﹤0.01%	2584
2021 Q4	$18K	Hold	850	–	–	﹤0.01%	2363
2021 Q3	$19K	Hold	850	–	–	﹤0.01%	2349
2021 Q2	$19K	Sell	850 -654	-43%	-$14.9K	﹤0.01%	5190
2021 Q1	$35.2K	Hold	1,504	–	–	﹤0.01%	2179
2020 Q4	$35K	Hold	1,504	–	–	﹤0.01%	1834
2020 Q3	$32K	Buy	1,504 +600	+66%	+$12.7K	﹤0.01%	1694
2020 Q2	$18K	Sell	904 -658	-42%	-$12.6K	﹤0.01%	1810
2020 Q1	$26K	Buy	1,562 +358	+30%	+$7.33K	﹤0.01%	1506
2019 Q4	$26K	Hold	1,204	–	–	﹤0.01%	1687
2019 Q3	$25K	Buy	1,204 +300	+33%	+$6.1K	﹤0.01%	1641
2019 Q2	$18K	Buy	+904	New	+$17.6K	﹤0.01%	1742
2018 Q4	–	Sell	-904	Closed	-$16K	–	1228
2018 Q3	$16K	Hold	904	–	–	﹤0.01%	1650
2018 Q2	$17K	Hold	904	–	–	﹤0.01%	1529
2018 Q1	$17K	Hold	904	–	–	﹤0.01%	1397
2017 Q4	$18K	Buy	904 +654	+262%	+$13.7K	﹤0.01%	1156
2017 Q3	$5K	Buy	+250	New	+$5.31K	﹤0.01%	1285

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

Steward Partners Investment Advisory's FFC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 2.5% in Q2 2026, buying an estimated $2.08K and bringing the position to 5,435 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Steward Partners Investment Advisory first reported a position in FFC in Q3 2017 and has held it in 28 quarters since. The position peaked at $112K in Q3 2025. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Steward Partners Investment Advisory held 5,435 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $88.5K as of Q2 2026.
Steward Partners Investment Advisory bought 130 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $2.08K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2652 holding.
Steward Partners Investment Advisory first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2017 and has held it in 28 quarters since.
Steward Partners Investment Advisory's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $112K in Q3 2025.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.