SPIA
DFP

Steward Partners Investment Advisory’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Steward Partners Investment Advisory’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 		$59.9K Hold
2,900
– – ﹤0.01% 2843
2026
Q1 		$58.2K Buy
2,900
+100
+4% +$2.12K ﹤0.01% 2707
2025
Q4 		$58.2K Sell
2,800
-9
-0.3% -$192 ﹤0.01% 2593
2025
Q3 		$60.8K Buy
2,809
+9
+0.3% +$189 ﹤0.01% 2505
2025
Q2 		$57.5K Hold
2,800
– – ﹤0.01% 2400
2025
Q1 		$56.7K Hold
2,800
– – ﹤0.01% 2318
2024
Q4 		$55.8K Buy
2,800
+1,000
+56% +$20.6K ﹤0.01% 2278
2024
Q3 		$38.7K Hold
1,800
– – ﹤0.01% 2362
2024
Q2 		$34.6K Hold
1,800
– – ﹤0.01% 2280
2024
Q1 		$34.5K Hold
1,800
– – ﹤0.01% 2279
2023
Q4 		$31.9K Hold
1,800
– – ﹤0.01% 2160
2023
Q3 		$30.2K Sell
1,800
-1,306
-42% -$22.9K ﹤0.01% 2131
2023
Q2 		$54.1K Sell
3,106
-8,171
-72% -$143K ﹤0.01% 1850
2023
Q1 		$205K Buy
11,277
+1,481
+15% +$29.3K ﹤0.01% 1272
2022
Q4 		$183K Buy
9,796
+263
+3% +$5.02K ﹤0.01% 1280
2022
Q3 		$181K Sell
9,533
-3,868
-29% -$83K ﹤0.01% 1241
2022
Q2 		$288K Buy
13,401
+1,004
+8% +$23.3K 0.01% 1051
2022
Q1 		$323K Buy
12,397
+2,191
+21% +$57.6K 0.01% 1097
2021
Q4 		$284K Buy
10,206
+1,122
+12% +$31.7K ﹤0.01% 1160
2021
Q3 		$262K Buy
9,084
+2,062
+29% +$60.6K ﹤0.01% 1154
2021
Q2 		$206K Sell
7,022
-24,714
-78% -$739K ﹤0.01% 1520
2021
Q1 		$956K Buy
31,736
+25,576
+415% +$749K 0.02% 663
2020
Q4 		$179K Sell
6,160
-1,233
-17% -$34.6K ﹤0.01% 1122
2020
Q3 		$202K Buy
7,393
+1,533
+26% +$40.1K 0.01% 936
2020
Q2 		$143K Buy
5,860
+2,514
+75% +$59.9K ﹤0.01% 995
2020
Q1 		$67K Buy
3,346
+596
+22% +$14.9K ﹤0.01% 1157
2019
Q4 		$73K Buy
2,750
+1,450
+112% +$38.1K ﹤0.01% 1248
2019
Q3 		$33K Hold
1,300
– – ﹤0.01% 1528
2019
Q2 		$32K Buy
+1,300
New +$31.7K ﹤0.01% 1505

Other funds holding DFP

Raymond James Financial
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
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Steward Partners Investment Advisory's DFP Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 2,900 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Steward Partners Investment Advisory first reported a position in DFP in Q2 2019 and has held it in 29 quarters since. The position peaked at $956K in Q1 2021. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Steward Partners Investment Advisory held 2,900 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $59.9K as of Q2 2026.
  • Steward Partners Investment Advisory left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2843 holding.
  • Steward Partners Investment Advisory first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $956K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.