GRIMES & Co WEALTH MANAGEMENT, LLC
Position in FFC — Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
CIK 1321993
WESTBOROUGH, MA
Position in FFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$175,433
New position
Shares Held
10,776
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $54,866,396 across 14 Asset Management names. FFC ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
626,956 | $33,611,110 | |
| 2 | TROW |
Price T Rowe Group Inc
|
88,320 | $10,041,100 | |
| 3 | IVZ |
Invesco Ltd.
|
244,352 | $8,323,616 | |
| 4 | BLK |
BlackRock, Inc.
|
791 | $760,593 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,595 | $731,722 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
5,207 | $221,765 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,045 | $179,229 | |
| 8 | EVN |
Eaton Vance Municipal Income Trust
|
15,863 | $178,617 |
All Filings in FFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,433 | 10,776 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||