TFM
FFC

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

TFC Financial 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
2025
Q2 		– Sell
-251
Closed -$4K – 1018
2025
Q1 		$4K Sell
251
-242
-49% -$3.86K ﹤0.01% 420
2024
Q4 		$7.66K Buy
493
+8
+2% +$128 ﹤0.01% 375
2024
Q3 		$7.95K Buy
485
+9
+2% +$139 ﹤0.01% 384
2024
Q2 		$7.05K Buy
476
+8
+2% +$115 ﹤0.01% 364
2024
Q1 		$6.95K Buy
468
+11
+2% +$158 ﹤0.01% 360
2023
Q4 		$6.36K Buy
457
+8
+2% +$105 ﹤0.01% 363
2023
Q3 		$5.83K Buy
449
+8
+2% +$108 ﹤0.01% 381
2023
Q2 		$6.06K Buy
441
+9
+2% +$123 ﹤0.01% 358
2023
Q1 		$5.99K Buy
432
+7
+2% +$111 ﹤0.01% 393
2022
Q4 		$6.38K Buy
425
+9
+2% +$137 ﹤0.01% 320
2022
Q3 		$6K Buy
416
+8
+2% +$136 ﹤0.01% 345
2022
Q2 		$7K Buy
408
+8
+2% +$145 ﹤0.01% 327
2022
Q1 		$8K Buy
400
+7
+2% +$139 ﹤0.01% 321
2021
Q4 		$9K Buy
393
+7
+2% +$155 ﹤0.01% 349
2021
Q3 		$9K Buy
386
+6
+2% +$137 ﹤0.01% 341
2021
Q2 		$9K Buy
380
+6
+2% +$137 ﹤0.01% 328
2021
Q1 		$9K Buy
374
+7
+2% +$158 ﹤0.01% 317
2020
Q4 		$9K Buy
367
+6
+2% +$133 ﹤0.01% 318
2020
Q3 		$8K Buy
+361
New +$7.65K ﹤0.01% 311

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TFC Financial Management's FFC Position: Q2 2025 in Review

TFC Financial Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2025, closing a stake of 251 shares — an estimated $4K sold.

TFC Financial Management first reported a position in FFC in Q3 2020 and held it in 19 quarters. The position peaked at $9K in Q4 2021. 112 funds tracked by Wall St. Rank hold FFC as of Q2 2025.

  • TFC Financial Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 251 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2025, an estimated $4K.
  • TFC Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2020 and held it in 19 quarters.
  • TFC Financial Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $9K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.