Capital Analysts LLC’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Capital Analysts 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	$751K	Buy	36,343 +2,149	+6%	+$44.3K	0.02%	424
2026 Q1	$686K	Sell	34,194 -207	-0.6%	-$4.38K	0.02%	394
2025 Q4	$715K	Buy	34,401 +3,280	+11%	+$70K	0.02%	365
2025 Q3	$673K	Sell	31,121 -1,092	-3%	-$23K	0.02%	374
2025 Q2	$661K	Sell	32,213 -1,375	-4%	-$27.4K	0.02%	343
2025 Q1	$680K	Sell	33,588 -1,905	-5%	-$38.9K	0.03%	319
2024 Q4	$708K	Buy	35,493 +3,156	+10%	+$65K	0.03%	287
2024 Q3	$695K	Sell	32,337 -11,808	-27%	-$237K	0.03%	284
2024 Q2	$848K	Buy	44,145 +1,761	+4%	+$32.8K	0.04%	268
2024 Q1	$813K	Buy	42,384 +6,213	+17%	+$115K	0.04%	264
2023 Q4	$642K	Buy	36,171 +21,572	+148%	+$363K	0.03%	283
2023 Q3	$245K	Buy	+14,599	New	+$256K	0.01%	371

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

Capital Analysts LLC's DFP Position: Q2 2026 in Review

Capital Analysts LLC increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 6.3% in Q2 2026, buying an estimated $44.3K and bringing the position to 36,343 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #424.

Capital Analysts LLC first reported a position in DFP in Q3 2023 and has held it in 12 quarters since. The position peaked at $848K in Q2 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Capital Analysts LLC held 36,343 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $751K as of Q2 2026.
Capital Analysts LLC bought 2,149 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $44.3K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #424 holding.
Capital Analysts LLC first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and has held it in 12 quarters since.
Capital Analysts LLC's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $848K in Q2 2024.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.