Concurrent Investment Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Concurrent Investment 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	$634K	Buy	30,649 +380	+1%	+$7.84K	0.01%	1269
2026 Q1	$607K	Buy	30,269 +45	+0.1%	+$953	0.01%	1117
2025 Q4	$628K	Sell	30,224 -23	-0.1%	-$491	0.01%	1045
2025 Q3	$655K	Buy	30,247 +3,185	+12%	+$67K	0.01%	799
2025 Q2	$556K	Buy	27,062 +544	+2%	+$10.8K	0.01%	814
2025 Q1	$537K	Buy	26,518 +8,268	+45%	+$169K	0.01%	732
2024 Q4	$364K	Buy	18,250 +1,918	+12%	+$39.5K	0.01%	759
2024 Q3	$351K	Buy	16,332 +921	+6%	+$18.5K	0.01%	730
2024 Q2	$296K	Buy	15,411 +5,351	+53%	+$99.6K	0.01%	740
2024 Q1	$193K	Sell	10,060 -1,657	-14%	-$30.8K	0.01%	811
2023 Q4	$208K	Buy	+11,717	New	+$197K	0.01%	758

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

Concurrent Investment Advisors's DFP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 1.3% in Q2 2026, buying an estimated $7.84K and bringing the position to 30,649 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #1269.

Concurrent Investment Advisors first reported a position in DFP in Q4 2023 and has held it in 11 quarters since. The position peaked at $655K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Concurrent Investment Advisors held 30,649 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $634K as of Q2 2026.
Concurrent Investment Advisors bought 380 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $7.84K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1269 holding.
Concurrent Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $655K in Q3 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.