Baird Financial Group
DFP

Baird Financial Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Baird Financial Group’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 		$394K Sell
19,057
-268
-1% -$5.53K ﹤0.01% 1635
2026
Q1 		$388K Sell
19,325
-143
-0.7% -$3.03K ﹤0.01% 1552
2025
Q4 		$405K Sell
19,468
-154
-0.8% -$3.29K ﹤0.01% 1546
2025
Q3 		$425K Buy
19,622
+133
+0.7% +$2.8K ﹤0.01% 1520
2025
Q2 		$400K Buy
19,489
+5,630
+41% +$112K ﹤0.01% 1491
2025
Q1 		$281K Buy
+13,859
New +$283K ﹤0.01% 1591

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

Baird Financial Group's DFP Position: Q2 2026 in Review

Baird Financial Group reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 1.4% in Q2 2026, selling an estimated $5.53K and leaving 19,057 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Baird Financial Group first reported a position in DFP in Q1 2025 and has held it in 6 quarters since. The position peaked at $425K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Baird Financial Group held 19,057 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $394K as of Q2 2026.
  • Baird Financial Group sold 268 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $5.53K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1635 holding.
  • Baird Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Baird Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $425K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.