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 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 $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 New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's DFP Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.15% in Q1 2026, buying an estimated $953 and bringing the position to 30,269 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #1117.

Concurrent Investment Advisors first reported a position in DFP in Q4 2023 and has held it in 10 quarters since. The position peaked at $655K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Concurrent Investment Advisors held 30,269 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $607K as of Q1 2026.
Concurrent Investment Advisors bought 45 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $953.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1117 holding.
Concurrent Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $655K in Q3 2025.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.