AHL
DFP

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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abel Hall LLC's DFP Position: Q1 2026 in Review

Abel Hall LLC held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q1 2026 at 10,500 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #594.

Abel Hall LLC first reported a position in DFP in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Abel Hall LLC held 10,500 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $211K as of Q1 2026.
  • Abel Hall LLC left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.04% of Abel Hall LLC's portfolio in Q1 2026, its #594 holding.
  • Abel Hall LLC first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $227K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.