Cary Street Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Cary Street Partners’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	$212K	Hold	10,246	–	–	﹤0.01%	910
2026 Q1	$206K	Hold	10,246	–	–	0.01%	824
2025 Q4	$213K	Sell	10,246 -3,324	-24%	-$70.9K	0.01%	820
2025 Q3	$294K	Sell	13,570 -11,381	-46%	-$239K	0.01%	689
2025 Q2	$512K	Sell	24,951 -700	-3%	-$13.9K	0.01%	545
2025 Q1	$519K	Sell	25,651 -745	-3%	-$15.2K	0.02%	527
2024 Q4	$526K	Buy	+26,396	New	+$543K	0.02%	504

Other funds holding DFP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cary Street Partners's DFP Position: Q2 2026 in Review

Cary Street Partners held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 10,246 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Cary Street Partners first reported a position in DFP in Q4 2024 and has held it in 7 quarters since. The position peaked at $526K in Q4 2024. 14 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Cary Street Partners held 10,246 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $212K as of Q2 2026.
Cary Street Partners left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #910 holding.
Cary Street Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $526K in Q4 2024.
14 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.