Samalin Investment Counsel’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Samalin Investment Counsel’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	$565K	Sell	27,311 -10,160	-27%	-$210K	0.18%	145
2026 Q1	$752K	Sell	37,471 -5,362	-13%	-$114K	0.27%	111
2025 Q4	$891K	Sell	42,833 -2,842	-6%	-$60.6K	0.32%	86
2025 Q3	$988K	Buy	45,675 +604	+1%	+$12.7K	0.34%	77
2025 Q2	$925K	Buy	45,071 +1,592	+4%	+$31.7K	0.35%	74
2025 Q1	$880K	Buy	43,479 +2,690	+7%	+$54.9K	0.36%	83
2024 Q4	$813K	Buy	40,789 +1,738	+4%	+$35.8K	0.35%	84
2024 Q3	$840K	Buy	39,051 +1,777	+5%	+$35.7K	0.37%	76
2024 Q2	$716K	Buy	37,274 +1,011	+3%	+$18.8K	0.33%	88
2024 Q1	$695K	Buy	36,263 +1,423	+4%	+$26.4K	0.33%	92
2023 Q4	$618K	Buy	34,840 +11,673	+50%	+$197K	0.31%	101
2023 Q3	$389K	Buy	23,167 +8,585	+59%	+$150K	0.22%	138
2023 Q2	$254K	Buy	+14,582	New	+$256K	0.14%	214

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

Samalin Investment Counsel's DFP Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 27% in Q2 2026, selling an estimated $210K and leaving 27,311 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #145.

Samalin Investment Counsel first reported a position in DFP in Q2 2023 and has held it in 13 quarters since. The position peaked at $988K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Samalin Investment Counsel held 27,311 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $565K as of Q2 2026.
Samalin Investment Counsel sold 10,160 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $210K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #145 holding.
Samalin Investment Counsel first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2023 and has held it in 13 quarters since.
Samalin Investment Counsel's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $988K in Q3 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.