Harbour Investments’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Harbour Investments’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	$79.5K	Buy	3,961 +3,050	+335%	+$64.6K	﹤0.01%	2078
2025 Q4	$18.9K	Buy	911 +15	+2%	+$320	﹤0.01%	2435
2025 Q3	$19.4K	Buy	896 +15	+2%	+$315	﹤0.01%	2357
2025 Q2	$18.1K	Buy	881 +15	+2%	+$299	﹤0.01%	2282
2025 Q1	$17.5K	Buy	866 +15	+2%	+$306	﹤0.01%	2248
2024 Q4	$17K	Buy	851 +14	+2%	+$288	﹤0.01%	2205
2024 Q3	$18K	Buy	837 +14	+2%	+$282	﹤0.01%	2112
2024 Q2	$15.8K	Buy	823 +14	+2%	+$261	﹤0.01%	2066
2024 Q1	$15.5K	Buy	+809	New	+$15K	﹤0.01%	2062
2021 Q4	–	Sell	-8,720	Closed	-$246K	–	2878
2021 Q3	$251K	Buy	8,720 +46	+0.5%	+$1.35K	0.01%	915
2021 Q2	$254K	Buy	8,674 +66	+0.8%	+$1.98K	0.01%	936
2021 Q1	$259K	Buy	+8,608	New	+$252K	0.01%	865

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

Harbour Investments's DFP Position: Q1 2026 in Review

Harbour Investments increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 335% in Q1 2026, buying an estimated $64.6K and bringing the position to 3,961 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Harbour Investments first reported a position in DFP in Q1 2021 and has held it in 12 quarters since. The position peaked at $259K in Q1 2021. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Harbour Investments held 3,961 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $79.5K as of Q1 2026.
Harbour Investments bought 3,050 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $64.6K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2078 holding.
Harbour Investments first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2021 and has held it in 12 quarters since.
Harbour Investments's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $259K in Q1 2021.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.