SC
DFP

Stance Capital’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Stance Capital’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 		$175K Buy
+8,708
New +$184K 0.08% 96
2025
Q4 		– Sell
-8,406
Closed -$182K – 175
2025
Q3 		$182K Buy
+8,406
New +$177K 0.07% 135
2025
Q1 		– Sell
-7,988
Closed -$159K – 114
2024
Q4 		$159K Buy
+7,988
New +$164K 0.1% 123

Other funds holding DFP

Raymond James Financial
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
Cohen & Steers New York $57.6B AUM 8.03% 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

Stance Capital's DFP Position: Q1 2026 in Review

Stance Capital opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026: 8,708 shares worth $175K. The stake represents 0.08% of the portfolio and ranks #96 among its holdings. This is a return to the name: Stance Capital previously reported a position in DFP as recently as Q3 2025.

Stance Capital first reported a position in DFP in Q4 2024 and has held it in 3 quarters since. The position peaked at $182K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Stance Capital held 8,708 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $175K as of Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Stance Capital position in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.08% of Stance Capital's portfolio in Q1 2026, its #96 holding.
  • Stance Capital first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 3 quarters since.
  • Stance Capital's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $182K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.