Revisor Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Revisor Wealth 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	$1.22M	Sell	61,021 -1,055	-2%	-$22.3K	0.34%	72
2025 Q4	$1.33M	Sell	62,076 -1,542	-2%	-$32.9K	0.36%	64
2025 Q3	$1.39M	Sell	63,618 -2,511	-4%	-$52.8K	0.48%	40
2025 Q2	$1.38M	Sell	66,129 -557	-0.8%	-$11.1K	0.5%	40
2025 Q1	$1.35M	Buy	66,686 +42,347	+174%	+$864K	0.6%	34
2024 Q4	$485K	Sell	24,339 -22,903	-48%	-$471K	0.45%	46
2024 Q3	$1.02M	Sell	47,242 -11,147	-19%	-$224K	0.63%	30
2024 Q2	$1.12M	Sell	58,389 -25,126	-30%	-$468K	0.78%	24
2024 Q1	$1.54M	Buy	83,515 +37,390	+81%	+$695K	0.7%	28
2023 Q4	$819K	Sell	46,125 -9,671	-17%	-$163K	0.94%	18
2023 Q3	$936K	Buy	+55,796	New	+$977K	0.8%	25

Other funds holding DFP

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Revisor Wealth Management's DFP Position: Q1 2026 in Review

Revisor Wealth Management reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 1.7% in Q1 2026, selling an estimated $22.3K and leaving 61,021 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #72.

Revisor Wealth Management first reported a position in DFP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q1 2024. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Revisor Wealth Management held 61,021 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.22M as of Q1 2026.
Revisor Wealth Management sold 1,055 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $22.3K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.34% of Revisor Wealth Management's portfolio in Q1 2026, its #72 holding.
Revisor Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and has held it in 11 quarters since.
Revisor Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.54M in Q1 2024.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.