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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Abel Hall LLC's DFP Position: Q2 2026 in Review

Abel Hall LLC held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 10,500 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #689.

Abel Hall LLC first reported a position in DFP in Q2 2025 and has held it in 5 quarters since. The position peaked at $227K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Abel Hall LLC held 10,500 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $217K as of Q2 2026.
  • Abel Hall LLC left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #689 holding.
  • Abel Hall LLC first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Abel Hall LLC's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $227K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.