SIT INVESTMENT ASSOCIATES INC FFC FLAHERTY & CRMN/CLYMR FFC

Ownership history in SIT INVESTMENT ASSOCIATES INC  ·  58 quarters on record

AI Ownership Summary

SIT INVESTMENT ASSOCIATES INC reported FLAHERTY & CRMN/CLYMR FFC (FFC) in 58 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows FFC at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIT INVESTMENT ASSOCIATES INC's position in FLAHERTY & CRMN/CLYMR FFC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FFC was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIT INVESTMENT ASSOCIATES INC held FFC — position size vs. price
% of Fund (quarterly)    FFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 721,724 +221,002 +44.1% 0.23% $11K 2026-05-13 $15.99
2025 Q4 REDUCED 14.8% -4.4% 500,722 -87,196 -14.8% 0.17% $8.3M 2026-02-12 $16.42
2025 Q3 ADDED 587,918 +169,871 +40.6% 0.20% $9.9M 2025-11-13 $15.91
2025 Q2 ADDED 418,047 +143,765 +52.4% 0.15% $6.8M 2025-08-14 $15.30
2025 Q1 UNCHANGED 274,282 0% 0.10% $4.4M 2025-05-13 $14.45
2024 Q4 ADDED 274,282 +263,282 +2393.5% 0.10% $4.3M 2025-02-13 $14.60
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SIT INVESTMENT ASSOCIATES INC and FFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIT INVESTMENT ASSOCIATES INC reported owning FFC?

SIT INVESTMENT ASSOCIATES INC reported FFC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FFC position in SIT INVESTMENT ASSOCIATES INC's portfolio?

The largest reported portfolio weight for FFC was 0.23% in 2026 Q1.

What is the latest reported FFC position on this page?

The most recent filing on this page is 2026 Q1, when SIT INVESTMENT ASSOCIATES INC reported 721,724 shares, equal to 0.23% of portfolio, with an estimated market value of $11K.

What does the chart on this FFC ownership page compare?

The chart compares SIT INVESTMENT ASSOCIATES INC's quarterly FFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIT INVESTMENT ASSOCIATES INC time their FFC position?

Based on 13F filing dates vs. subsequent FFC price moves, SIT INVESTMENT ASSOCIATES INC correctly timed 8 out of 20 reported position changes (40%). The annualised alpha on FFC relative to SPY over the holding period was +1.0%.

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