Pines Wealth Management, LLC
Position in FFC — Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
CIK 2037426
SOUTHERN PINES, NC
Position in FFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$346,340
+$29,214 QoQ
Shares Held
21,274
+3.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pines Wealth Management, LLC holds $2,929,559 across 6 Asset Management names. FFC ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
86,465 | $937,280 | |
| 2 | STT |
State Street Corp
|
14,670 | $786,458 | |
| 3 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
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|
21,274 | $346,340 | |
| 4 | GUT |
Gabelli Utility Trust
|
50,000 | $329,500 | |
| 5 | BX |
Blackstone Inc.
|
2,547 | $299,705 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,509 | $230,276 |
All Filings in FFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,340 | 21,274 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $317,126 | 20,473 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $338,009 | 20,473 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $446,976 | 26,464 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $291,330 | 17,884 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $284,892 | 17,884 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $217,621 | 14,013 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||