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
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 $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

Baird Financial Group's DFP Position: Q1 2026 in Review

Baird Financial Group reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.73% in Q1 2026, selling an estimated $3.03K and leaving 19,325 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Baird Financial Group first reported a position in DFP in Q1 2025 and has held it in 5 quarters since. The position peaked at $425K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Baird Financial Group held 19,325 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $388K as of Q1 2026.
  • Baird Financial Group sold 143 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $3.03K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1552 holding.
  • Baird Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Baird Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $425K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.