Focus Partners Wealth

Position in FFC — Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

CIK 1542153 ST LOUIS, MO

Position in FFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,410,938

+$66,840 QoQ

Shares Held

86,667

-0.1% QoQ

Ownership

0.180%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#27

of 112 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,057,379,575 across 167 Asset Management names. FFC ranks #56 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	1,675,214	$197,122,431
2	APO	Apollo Global Management, Inc.	1,645,757	$194,709,510
3	BLK	BlackRock, Inc.	186,980	$179,792,488
4	BN	BROOKFIELD Corp /ON/	1,349,594	$57,479,208
5	BPRE	Bluerock Private Real Estate Fund	3,257,464	$42,379,606
6	KKR	KKR & Co. Inc.	308,259	$28,292,011
7	STT	State Street Corp	118,422	$20,084,371
8	PFG	Principal Financial Group Inc	174,626	$18,821,190

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,410,938	86,667	-0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,344,098	86,772	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$1,460,425	88,457	-3.2%	Shares	Sole	2026-02-13
2025-09-30	$1,543,019	91,357	-2.3%	Shares	Sole	2025-11-14
2025-06-30	$1,523,880	93,547	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,459,697	91,632	+2.2%	Shares	Sole	2025-05-20
2024-12-31	$1,392,761	89,682	-0.3%	Shares	Sole	2025-05-20
2024-09-30	$1,476,735	89,990	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$1,374,582	92,940	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.