KFAS
DFP

Keating Financial Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Keating Financial Advisory Services’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
Q2 		– Sell
-750
Closed -$15.1K – 2638
2026
Q1 		$15.1K Hold
750
– – ﹤0.01% 996
2025
Q4 		$15.6K Buy
+750
New +$16K ﹤0.01% 958

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Keating Financial Advisory Services's DFP Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026, closing a stake of 750 shares — an estimated $15.1K sold.

Keating Financial Advisory Services first reported a position in DFP in Q4 2025 and held it in 2 quarters. The position peaked at $15.6K in Q4 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 750 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $15.1K.
  • Keating Financial Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and held it in 2 quarters.
  • Keating Financial Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $15.6K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.