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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-154,058	Closed	-$3.33M	–	651
2025 Q3	$3.33M	Sell	154,058 -7,041	-4%	-$148K	0.01%	535
2025 Q2	$3.31M	Sell	161,099 -20,019	-11%	-$399K	0.01%	518
2025 Q1	$3.67M	Sell	181,118 -27,871	-13%	-$569K	0.02%	465
2024 Q4	$4.17M	Sell	208,989 -20,398	-9%	-$420K	0.02%	435
2024 Q3	$4.91M	Buy	+229,387	New	+$4.61M	0.03%	340

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's DFP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2025, closing a stake of 154,058 shares — an estimated $3.33M sold.

Kovitz Investment Group Partners first reported a position in DFP in Q3 2024 and held it in 5 quarters. The position peaked at $4.91M in Q3 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 154,058 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2025, an estimated $3.33M.
Kovitz Investment Group Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $4.91M in Q3 2024.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.