OCM
DFP

Osbon Capital Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Osbon Capital Management’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 		$1.75K Buy
+87
New +$1.84K ﹤0.01% 431

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

Osbon Capital Management's DFP Position: Q1 2026 in Review

Osbon Capital Management opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026: 87 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Osbon Capital Management held 87 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.75K as of Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Osbon Capital Management position in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #431 holding.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.