P
DFP

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

&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
2026
Q2 		$899K Buy
43,474
+3,466
+9% +$71.5K ﹤0.01% 1480
2026
Q1 		$800K Buy
40,008
+3,081
+8% +$65.3K ﹤0.01% 1427
2025
Q4 		$768K Buy
36,927
+2,898
+9% +$61.8K ﹤0.01% 1374
2025
Q3 		$736K Buy
34,029
+3,750
+12% +$78.8K ﹤0.01% 1237
2025
Q2 		$622K Buy
+30,279
New +$603K ﹤0.01% 1243

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

&Partners's DFP Position: Q2 2026 in Review

&Partners increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 8.7% in Q2 2026, buying an estimated $71.5K and bringing the position to 43,474 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

&Partners first reported a position in DFP in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • &Partners held 43,474 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $899K as of Q2 2026.
  • &Partners bought 3,466 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $71.5K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1480 holding.
  • &Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.