Seamount Financial Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Seamount Financial Group’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	$903K	Sell	44,992 -2,088	-4%	-$44.2K	0.41%	56
2025 Q4	$979K	Buy	47,080 +7	+0%	+$149	0.44%	49
2025 Q3	$1.02M	Sell	47,073 -630	-1%	-$13.2K	0.48%	48
2025 Q2	$979K	Sell	47,703 -3,360	-7%	-$66.9K	0.5%	48
2025 Q1	$1.03M	Buy	51,063 +1,959	+4%	+$40K	0.7%	38
2024 Q4	$979K	Sell	49,104 -9,553	-16%	-$197K	0.68%	37
2024 Q3	$1.26M	Sell	58,657 -484	-0.8%	-$9.73K	0.95%	28
2024 Q2	$1.14M	Hold	59,141	–	–	0.93%	29
2024 Q1	$1.13M	Sell	59,141 -109	-0.2%	-$2.02K	0.99%	26
2023 Q4	$1.05M	Buy	+59,250	New	+$998K	1.01%	28

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

Seamount Financial Group's DFP Position: Q1 2026 in Review

Seamount Financial Group reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 4.4% in Q1 2026, selling an estimated $44.2K and leaving 44,992 shares worth $903K. The position accounts for 0.41% of the portfolio, ranked #56.

Seamount Financial Group first reported a position in DFP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2024. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Seamount Financial Group held 44,992 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $903K as of Q1 2026.
Seamount Financial Group sold 2,088 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $44.2K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.41% of Seamount Financial Group's portfolio in Q1 2026, its #56 holding.
Seamount Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and has held it in 10 quarters since.
Seamount Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.26M in Q3 2024.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Seamount Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.