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
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 $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

&Partners's DFP Position: Q1 2026 in Review

&Partners increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 8.3% in Q1 2026, buying an estimated $65.3K and bringing the position to 40,008 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

&Partners first reported a position in DFP in Q2 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • &Partners held 40,008 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $800K as of Q1 2026.
  • &Partners bought 3,081 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $65.3K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1427 holding.
  • &Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.