Shaker Financial Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Shaker Financial Services’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	$427K	Buy	+20,669	New	+$426K	0.13%	114
2026 Q1	–	Sell	-57,012	Closed	-$1.19M	–	157
2025 Q4	$1.19M	Sell	57,012 -12,428	-18%	-$265K	0.38%	91
2025 Q3	$1.5M	Sell	69,440 -61,420	-47%	-$1.29M	0.52%	68
2025 Q2	$2.69M	Buy	130,860 +56,988	+77%	+$1.14M	0.97%	34
2025 Q1	$1.5M	Sell	73,872 -1,368	-2%	-$27.9K	0.58%	63
2024 Q4	$1.5M	Buy	75,240 +30,925	+70%	+$637K	0.57%	55
2024 Q3	$953K	Sell	44,315 -34,693	-44%	-$698K	0.36%	83
2024 Q2	$1.52M	Buy	79,008 +629	+0.8%	+$11.7K	0.61%	52
2024 Q1	$1.5M	Buy	78,379 +29,947	+62%	+$556K	0.58%	55
2023 Q4	$860K	Buy	48,432 +30,095	+164%	+$507K	0.35%	83
2023 Q3	$308K	Buy	+18,337	New	+$321K	0.14%	126
2023 Q1	–	Sell	-15,729	Closed	-$294K	–	158
2022 Q4	$294K	Buy	+15,729	New	+$300K	0.14%	127
2020 Q1	–	Sell	-14,607	Closed	-$391K	–	165
2019 Q4	$391K	Sell	14,607 -25,224	-63%	-$663K	0.18%	105
2019 Q3	$1.04M	Buy	39,831 +2,750	+7%	+$70.3K	0.53%	57
2019 Q2	$928K	Buy	+37,081	New	+$903K	0.48%	59
2019 Q1	–	Sell	-18,337	Closed	-$374K	–	121
2018 Q4	$374K	Buy	+18,337	New	+$393K	0.21%	92
2014 Q1	–	Sell	-19,500	Closed	-$400K	–	144
2013 Q4	$400K	Buy	+19,500	New	+$397K	0.28%	103

Other funds holding DFP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's DFP Position: Q2 2026 in Review

Shaker Financial Services opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 20,669 shares worth $427K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in DFP as recently as Q4 2025.

Shaker Financial Services first reported a position in DFP in Q4 2013 and has held it in 17 quarters since. The position peaked at $2.69M in Q2 2025. 12 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Shaker Financial Services held 20,669 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $427K as of Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Shaker Financial Services position in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.13% of Shaker Financial Services's portfolio in Q2 2026, its #114 holding.
Shaker Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2013 and has held it in 17 quarters since.
Shaker Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.69M in Q2 2025.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.