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 Q2	$1.09M	Sell	52,586 -8,435	-14%	-$174K	0.26%	97
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 $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 New York $63.2B AUM 17.15% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Revisor Wealth Management's DFP Position: Q2 2026 in Review

Revisor Wealth Management reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 14% in Q2 2026, selling an estimated $174K and leaving 52,586 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #97.

Revisor Wealth Management first reported a position in DFP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q1 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Revisor Wealth Management held 52,586 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.09M as of Q2 2026.
Revisor Wealth Management sold 8,435 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $174K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.26% of Revisor Wealth Management's portfolio in Q2 2026, its #97 holding.
Revisor Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and has held it in 12 quarters since.
Revisor Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.54M in Q1 2024.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.