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
Q2 		– Sell
-87
Closed -$1.75K – 448
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 $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osbon Capital Management's DFP Position: Q2 2026 in Review

Osbon Capital Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026, closing a stake of 87 shares — an estimated $1.75K sold.

Osbon Capital Management first reported a position in DFP in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Osbon Capital Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 87 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $1.75K.
  • Osbon Capital Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.75K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.