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 Q2	$181K	Buy	8,771 +63	+0.7%	+$1.3K	0.06%	141
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 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

Stance Capital's DFP Position: Q2 2026 in Review

Stance Capital increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.72% in Q2 2026, buying an estimated $1.3K and bringing the position to 8,771 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #141.

Stance Capital first reported a position in DFP in Q4 2024 and has held it in 4 quarters since. The position peaked at $182K in Q3 2025. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Stance Capital held 8,771 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $181K as of Q2 2026.
Stance Capital bought 63 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $1.3K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.06% of Stance Capital's portfolio in Q2 2026, its #141 holding.
Stance Capital first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 4 quarters since.
Stance Capital's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $182K in Q3 2025.
84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.