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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

FFC holding history

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FFC overviewAll 13F holders of FFCFull Q2 2026 holdings

Shares (Q2 2026)
12,878
Value
$209.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of FFC by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,878$209.7K<0.1%00.0%UnchangedHolders
Q1 202612,878$199.5K<0.1%+12,878NewHolders