Corient Private Wealth
DFP

Corient Private Wealth’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Corient Private Wealth’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 		– Sell
-28,978
Closed -$42.9K – 2883
2025
Q4 		$42.9K Buy
+28,978
New +$618K ﹤0.01% 2681

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

Corient Private Wealth's DFP Position: Q1 2026 in Review

Corient Private Wealth sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026, closing a stake of 28,978 shares — an estimated $42.9K sold.

Corient Private Wealth first reported a position in DFP in Q4 2025 and held it in 1 quarter. The position peaked at $42.9K in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Corient Private Wealth reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 28,978 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $42.9K.
  • Corient Private Wealth first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $42.9K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.