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 Q2	$907K	Sell	43,904 -1,088	-2%	-$22.4K	0.37%	63
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 $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

Seamount Financial Group's DFP Position: Q2 2026 in Review

Seamount Financial Group reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 2.4% in Q2 2026, selling an estimated $22.4K and leaving 43,904 shares worth $907K. The position accounts for 0.37% of the portfolio, ranked #63.

Seamount Financial Group first reported a position in DFP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Seamount Financial Group held 43,904 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $907K as of Q2 2026.
Seamount Financial Group sold 1,088 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $22.4K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.37% of Seamount Financial Group's portfolio in Q2 2026, its #63 holding.
Seamount Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.26M in Q3 2024.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.