CF
DFP

Centaurus Financial’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Centaurus Financial’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 		$311K Sell
15,483
-100
-0.6% -$2.12K 0.01% 673
2025
Q4 		$324K Hold
15,583
– – 0.01% 660
2025
Q3 		$337K Sell
15,583
-900
-5% -$18.9K 0.02% 637
2025
Q2 		$338K Sell
16,483
-3,419
-17% -$68.1K 0.02% 580
2025
Q1 		$403K Sell
19,902
-1,214
-6% -$24.8K 0.02% 512
2024
Q4 		$421K Sell
21,116
-1,591
-7% -$32.8K 0.03% 487
2024
Q3 		$488K Sell
22,707
-226
-1% -$4.54K 0.03% 421
2024
Q2 		$440K Sell
22,933
-4,212
-16% -$78.4K 0.03% 413
2024
Q1 		$520K Sell
27,145
-1,037
-4% -$19.3K 0.04% 371
2023
Q4 		$500K Sell
28,182
-957
-3% -$16.1K 0.04% 368
2023
Q3 		$489K Sell
29,139
-6,673
-19% -$117K 0.04% 353
2023
Q2 		$624K Sell
35,812
-793
-2% -$13.9K 0.05% 315
2023
Q1 		$665K Sell
36,605
-95
-0.3% -$1.88K 0.05% 328
2022
Q4 		$687K Buy
36,700
+2,918
+9% +$55.7K 0.06% 298
2022
Q3 		$642K Buy
33,782
+1,270
+4% +$27.3K 0.06% 308
2022
Q2 		$699K Sell
32,512
-113
-0.3% -$2.62K 0.07% 307
2022
Q1 		$850K Buy
32,625
+315
+1% +$8.28K 0.07% 306
2021
Q4 		$898K Sell
32,310
-250
-0.8% -$7.06K 0.07% 292
2021
Q3 		$938K Buy
32,560
+538
+2% +$15.8K 0.08% 281
2021
Q2 		$938K Sell
32,022
-3,012
-9% -$90.1K 0.08% 288
2021
Q1 		$1.05M Sell
35,034
-595
-2% -$17.4K 0.1% 232
2020
Q4 		$1.03M Sell
35,629
-8,800
-20% -$247K 0.11% 227
2020
Q3 		$1.21M Sell
44,429
-5,092
-10% -$133K 0.17% 144
2020
Q2 		$1.21M Buy
49,521
+9,752
+25% +$232K 0.18% 145
2020
Q1 		$805K Buy
39,769
+19,621
+97% +$491K 0.16% 158
2019
Q4 		$539K Buy
20,148
+157
+0.8% +$4.13K 0.08% 287
2019
Q3 		$522K Sell
19,991
-3,211
-14% -$82.1K 0.08% 256
2019
Q2 		$581K Buy
23,202
+22,511
+3,258% +$548K 0.09% 238
2019
Q1 		$29.1K Sell
691
-123
-15% -$2.81K 0.17% 117
2018
Q4 		$40 Buy
814
+805
+8,944% +$17.3K 0.29% 77
2018
Q3 		$210 Sell
9
-8,441
-100% -$204K 0.04% 373
2018
Q2 		$198K Sell
8,450
-1,696
-17% -$39.9K 0.03% 519
2018
Q1 		$245K Sell
10,146
-1,413
-12% -$35.3K 0.06% 294
2017
Q4 		$308K Buy
+11,559
New +$306K 0.08% 240

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

Centaurus Financial's DFP Position: Q1 2026 in Review

Centaurus Financial reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.64% in Q1 2026, selling an estimated $2.12K and leaving 15,483 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #673.

Centaurus Financial first reported a position in DFP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.21M in Q3 2020. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Centaurus Financial held 15,483 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $311K as of Q1 2026.
  • Centaurus Financial sold 100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $2.12K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #673 holding.
  • Centaurus Financial first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and has held it in 34 quarters since.
  • Centaurus Financial's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.21M in Q3 2020.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.