Beacon Pointe Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Beacon Pointe Advisors’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	$224K	Buy	+10,846	New	+$224K	﹤0.01%	1760
2023 Q4	–	Sell	-28,982	Closed	-$486K	–	1340
2023 Q3	$486K	Buy	+28,982	New	+$508K	0.01%	888

Other funds holding DFP

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 New York $63.2B AUM 17.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beacon Pointe Advisors's DFP Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 10,846 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in DFP as recently as Q3 2023.

Beacon Pointe Advisors first reported a position in DFP in Q3 2023 and has held it in 2 quarters since. The position peaked at $486K in Q3 2023. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Beacon Pointe Advisors held 10,846 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $224K as of Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Beacon Pointe Advisors position in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1760 holding.
Beacon Pointe Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and has held it in 2 quarters since.
Beacon Pointe Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $486K in Q3 2023.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.