SPF
DFP

South Plains Financial’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

South Plains Financial’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
2025
Q4 		– Sell
-4,022
Closed -$87K – 251
2025
Q3 		$87K Hold
4,022
– – 0.05% 155
2025
Q2 		$82.5K Hold
4,022
– – 0.06% 149
2025
Q1 		$81.4K Hold
4,022
– – 0.06% 148
2024
Q4 		$80.2K Buy
+4,022
New +$82.8K 0.06% 155

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

South Plains Financial's DFP Position: Q4 2025 in Review

South Plains Financial sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2025, closing a stake of 4,022 shares — an estimated $87K sold.

South Plains Financial first reported a position in DFP in Q4 2024 and held it in 4 quarters. The position peaked at $87K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q4 2025.

  • South Plains Financial reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
  • South Plains Financial sold 4,022 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2025, an estimated $87K.
  • South Plains Financial first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and held it in 4 quarters.
  • South Plains Financial's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $87K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2025.

Based on South Plains Financial's 13F filing for Q4 2025, filed 13 Feb 2026.