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 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 $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

Samalin Investment Counsel's DFP Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 13% in Q1 2026, selling an estimated $114K and leaving 37,471 shares worth $752K. The position accounts for 0.27% of the portfolio, ranked #111.

Samalin Investment Counsel first reported a position in DFP in Q2 2023 and has held it in 12 quarters since. The position peaked at $988K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Samalin Investment Counsel held 37,471 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $752K as of Q1 2026.
Samalin Investment Counsel sold 5,362 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $114K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.27% of Samalin Investment Counsel's portfolio in Q1 2026, its #111 holding.
Samalin Investment Counsel first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2023 and has held it in 12 quarters since.
Samalin Investment Counsel's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $988K in Q3 2025.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.