Fiera Capital (Canada)’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Fiera Capital (Canada)’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	$1.95M	Sell	97,034 -4,567	-4%	-$96.7K	0.01%	271
2025 Q4	$2.11M	Buy	101,601 +47,670	+88%	+$1.02M	0.01%	289
2025 Q3	$1.17M	Buy	+53,931	New	+$1.13M	﹤0.01%	318
2021 Q1	–	Sell	-9,604	Closed	-$279K	–	603
2020 Q4	$279K	Sell	9,604 -4,330	-31%	-$122K	﹤0.01%	603
2020 Q3	$380K	Hold	13,934	–	–	﹤0.01%	510
2020 Q2	$339K	Buy	13,934 +3,049	+28%	+$72.7K	﹤0.01%	532
2020 Q1	$220K	Buy	10,885 +593	+6%	+$14.8K	﹤0.01%	572
2019 Q4	$275K	Hold	10,292	–	–	﹤0.01%	594
2019 Q3	$269K	Sell	10,292 -751	-7%	-$19.2K	﹤0.01%	575
2019 Q2	$276K	Buy	11,043 +589	+6%	+$14.3K	﹤0.01%	567
2019 Q1	$248K	Sell	10,454 -2,704	-21%	-$61.9K	﹤0.01%	611
2018 Q4	$268K	Buy	13,158 +731	+6%	+$15.7K	﹤0.01%	593
2018 Q3	$288K	Buy	12,427 +2,436	+24%	+$58.8K	﹤0.01%	617
2018 Q2	$234K	Buy	+9,991	New	+$235K	﹤0.01%	630

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

Fiera Capital (Canada)'s DFP Position: Q1 2026 in Review

Fiera Capital (Canada) reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 4.5% in Q1 2026, selling an estimated $96.7K and leaving 97,034 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #271.

Fiera Capital (Canada) first reported a position in DFP in Q2 2018 and has held it in 14 quarters since. The position peaked at $2.11M in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Fiera Capital (Canada) held 97,034 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.95M as of Q1 2026.
Fiera Capital (Canada) sold 4,567 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $96.7K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Fiera Capital (Canada)'s portfolio in Q1 2026, its #271 holding.
Fiera Capital (Canada) first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2018 and has held it in 14 quarters since.
Fiera Capital (Canada)'s Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.11M in Q4 2025.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2026, filed 12 May 2026.