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
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 $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

Keating Financial Advisory Services's DFP Position: Q1 2026 in Review

Keating Financial Advisory Services held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q1 2026 at 750 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Keating Financial Advisory Services first reported a position in DFP in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.6K in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Keating Financial Advisory Services held 750 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $15.1K as of Q1 2026.
  • Keating Financial Advisory Services left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #996 holding.
  • Keating Financial Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $15.6K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.