Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Kovitz Investment Group Partners’s Portfolio DFP Stock Details DFP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$3.33M	Sell
2025 Q2	$3.31M	Sell
2025 Q1	$3.67M	Sell
2024 Q4	$4.17M	Sell
2024 Q3	$4.91M	Buy