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 Q3	$390K	Hold	20,669	–	–	0.13%	126
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Shaker Financial Services's DFP Position: Q3 2026 in Review

Shaker Financial Services held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 20,669 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #126.

Shaker Financial Services first reported a position in DFP in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.69M in Q2 2025. 10 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

Shaker Financial Services held 20,669 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $390K as of Q3 2026.
Shaker Financial Services left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.13% of Shaker Financial Services's portfolio in Q3 2026, its #126 holding.
Shaker Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2013 and has held it in 18 quarters since.
Shaker Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2.69M in Q2 2025.
10 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.