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

Stifel Financial’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	$3.25M	Sell	199,914 -80,007	-29%	-$1.28M	﹤0.01%	1701
2026 Q1	$4.34M	Buy	279,921 +21,075	+8%	+$345K	﹤0.01%	1427
2025 Q4	$4.27M	Buy	258,846 +118,912	+85%	+$1.98M	﹤0.01%	1421
2025 Q3	$2.36M	Buy	139,934 +14,535	+12%	+$239K	﹤0.01%	1796
2025 Q2	$2.04M	Sell	125,399 -67,234	-35%	-$1.04M	﹤0.01%	1838
2025 Q1	$3.07M	Buy	192,633 +30,280	+19%	+$483K	﹤0.01%	1463
2024 Q4	$2.52M	Buy	162,353 +25,599	+19%	+$408K	﹤0.01%	1620
2024 Q3	$2.24M	Buy	136,754 +112,386	+461%	+$1.73M	﹤0.01%	1697
2024 Q2	$360K	Buy	24,368 +8,605	+55%	+$124K	﹤0.01%	2817
2024 Q1	$234K	Sell	15,763 -5,092	-24%	-$73.3K	﹤0.01%	3030
2023 Q4	$290K	Buy	20,855 +6,592	+46%	+$86.8K	﹤0.01%	2872
2023 Q3	$185K	Sell	14,263 -1,275	-8%	-$17.2K	﹤0.01%	3006
2023 Q2	$213K	Buy	15,538 +3,519	+29%	+$48.3K	﹤0.01%	3008
2023 Q1	$166K	Buy	+12,019	New	+$191K	﹤0.01%	3092
2022 Q1	–	Sell	-9,502	Closed	-$206K	–	3405
2021 Q4	$206K	Sell	9,502 -33,507	-78%	-$740K	﹤0.01%	3137
2021 Q3	$958K	Sell	43,009 -3,401	-7%	-$77.8K	﹤0.01%	2131
2021 Q2	$1.05M	Sell	46,410 -983	-2%	-$22.5K	﹤0.01%	2051
2021 Q1	$1.11M	Buy	47,393 +5,209	+12%	+$117K	﹤0.01%	1927
2020 Q4	$988K	Sell	42,184 -1,443	-3%	-$32K	﹤0.01%	1848
2020 Q3	$914K	Buy	43,627 +902	+2%	+$19.1K	﹤0.01%	1699
2020 Q2	$859K	Buy	42,725 +29	+0.1%	+$556	﹤0.01%	1668
2020 Q1	$713K	Sell	42,696 -708	-2%	-$14.5K	﹤0.01%	1630
2019 Q4	$943K	Sell	43,404 -3,748	-8%	-$80.2K	﹤0.01%	1875
2019 Q3	$989K	Sell	47,152 -8,772	-16%	-$178K	﹤0.01%	1759
2019 Q2	$1.11M	Buy	55,924 +5,346	+11%	+$104K	﹤0.01%	1728
2019 Q1	$960K	Sell	50,578 -3,771	-7%	-$69.3K	﹤0.01%	1676
2018 Q4	$905K	Buy	+54,349	New	+$924K	﹤0.01%	1590

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

Stifel Financial's FFC Position: Q2 2026 in Review

Stifel Financial reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 29% in Q2 2026, selling an estimated $1.28M and leaving 199,914 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Stifel Financial first reported a position in FFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.34M in Q1 2026. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

Stifel Financial held 199,914 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $3.25M as of Q2 2026.
Stifel Financial sold 80,007 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2026, an estimated $1.28M.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1701 holding.
Stifel Financial first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2018 and has held it in 27 quarters since.
Stifel Financial's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $4.34M in Q1 2026.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.