Abel Hall LLC’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Abel Hall LLC’s Portfolio DFP Stock Details DFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$198K	Hold	10,500	–	–	0.04%	707
2026 Q2	$217K	Hold	10,500	–	–	0.04%	689
2026 Q1	$211K	Hold	10,500	–	–	0.04%	594
2025 Q4	$218K	Hold	10,500	–	–	0.05%	500
2025 Q3	$227K	Hold	10,500	–	–	0.09%	238
2025 Q2	$216K	Buy	+10,500	New	+$209K	0.1%	221

Other funds holding DFP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Abel Hall LLC's DFP Position: Q3 2026 in Review

Abel Hall LLC held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 10,500 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #707.

Abel Hall LLC first reported a position in DFP in Q2 2025 and has held it in 6 quarters since. The position peaked at $227K in Q3 2025. 12 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

Abel Hall LLC held 10,500 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $198K as of Q3 2026.
Abel Hall LLC left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.04% of Abel Hall LLC's portfolio in Q3 2026, its #707 holding.
Abel Hall LLC first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 6 quarters since.
Abel Hall LLC's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $227K in Q3 2025.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.