Concurrent Investment Advisors
DFP icon

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
Q3 		$590K Buy
31,270
+621
+2% +$12.7K ﹤0.01% 1458
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% +$100K 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
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors's DFP Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 2% in Q3 2026, buying an estimated $12.7K and bringing the position to 31,270 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Concurrent Investment Advisors first reported a position in DFP in Q4 2023 and has held it in 12 quarters since. The position peaked at $655K in Q3 2025. 63 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

  • Concurrent Investment Advisors held 31,270 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $590K as of Q3 2026.
  • Concurrent Investment Advisors bought 621 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2026, an estimated $12.7K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1458 holding.
  • Concurrent Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and has held it in 12 quarters since.
  • Concurrent Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $655K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.