NFSG
DFP

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

Newbridge Financial Services Group’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
-500
Closed -$10.8K – 1255
2025
Q3 		$10.8K Hold
500
– – ﹤0.01% 882
2025
Q2 		$10.3K Buy
+500
New +$9.96K ﹤0.01% 877

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Newbridge Financial Services Group's DFP Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2025, closing a stake of 500 shares — an estimated $10.8K sold.

Newbridge Financial Services Group first reported a position in DFP in Q2 2025 and held it in 2 quarters. The position peaked at $10.8K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2025, an estimated $10.8K.
  • Newbridge Financial Services Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $10.8K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.