Stolper & Co’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Stolper & Co’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 Q3	$520K	Sell	34,802 -581	-2%	-$9.25K	0.13%	79
2026 Q2	$576K	Buy	35,383 +10,108	+40%	+$162K	0.15%	78
2026 Q1	$4.29M	Sell	25,275 -7,975	-24%	-$130K	1.22%	29
2025 Q4	$549K	Buy	33,250 +930	+3%	+$15.5K	0.16%	79
2025 Q3	$546K	Buy	+32,320	New	+$531K	0.17%	79

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return

Stolper & Co's FFC Position: Q3 2026 in Review

Stolper & Co reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 1.6% in Q3 2026, selling an estimated $9.25K and leaving 34,802 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #79.

Stolper & Co first reported a position in FFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.29M in Q1 2026. 23 funds tracked by Wall St. Rank hold FFC as of Q3 2026.

Stolper & Co held 34,802 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $520K as of Q3 2026.
Stolper & Co sold 581 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2026, an estimated $9.25K.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.13% of Stolper & Co's portfolio in Q3 2026, its #79 holding.
Stolper & Co first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2025 and has held it in 5 quarters since.
Stolper & Co's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $4.29M in Q1 2026.
23 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.