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

Sunbelt Securities’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 Q1	$5.42K	Hold	350	–	–	﹤0.01%	1654
2025 Q4	$5.78K	Hold	350	–	–	﹤0.01%	1600
2025 Q3	$5.91K	Hold	350	–	–	﹤0.01%	1577
2025 Q2	$5.44K	Hold	350	–	–	﹤0.01%	1421
2025 Q1	$5.58K	Hold	350	–	–	﹤0.01%	1397
2024 Q4	$5.4K	Hold	350	–	–	﹤0.01%	1423
2024 Q3	$5.74K	Hold	350	–	–	﹤0.01%	1406
2024 Q2	$5.18K	Hold	350	–	–	﹤0.01%	1390
2024 Q1	$5.2K	Hold	350	–	–	﹤0.01%	1358
2023 Q4	$4.87K	Hold	350	–	–	﹤0.01%	1318
2023 Q3	$4.54K	Hold	350	–	–	﹤0.01%	1334
2023 Q2	$4.81K	Hold	350	–	–	﹤0.01%	1329
2023 Q1	$4.77K	Buy	+350	New	+$5.56K	﹤0.01%	1305

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Sunbelt Securities's FFC Position: Q1 2026 in Review

Sunbelt Securities held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q1 2026 at 350 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Sunbelt Securities first reported a position in FFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.91K in Q3 2025. 118 funds tracked by Wall St. Rank hold FFC as of Q1 2026.

Sunbelt Securities held 350 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $5.42K as of Q1 2026.
Sunbelt Securities left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1654 holding.
Sunbelt Securities first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $5.91K in Q3 2025.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.