Bessemer Group
DFP

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

Bessemer 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
2025
Q1 		– Sell
-690
Closed -$14K – 2500
2024
Q4 		$14K Buy
690
+5
+0.7% +$103 ﹤0.01% 1623
2024
Q3 		$15K Buy
685
+50
+8% +$1K ﹤0.01% 1562
2024
Q2 		$12K Buy
+635
New +$11.8K ﹤0.01% 1469

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group's DFP Position: Q1 2025 in Review

Bessemer Group sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2025, closing a stake of 690 shares — an estimated $14K sold.

Bessemer Group first reported a position in DFP in Q2 2024 and held it in 3 quarters. The position peaked at $15K in Q3 2024. 72 funds tracked by Wall St. Rank hold DFP as of Q1 2025.

  • Bessemer Group reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 690 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2025, an estimated $14K.
  • Bessemer Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2024 and held it in 3 quarters.
  • Bessemer Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $15K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.