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 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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's DFP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 3.6% in Q1 2026, buying an estimated $2.12K and bringing the position to 2,900 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Steward Partners Investment Advisory first reported a position in DFP in Q2 2019 and has held it in 28 quarters since. The position peaked at $956K in Q1 2021. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Steward Partners Investment Advisory held 2,900 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $58.2K as of Q1 2026.
Steward Partners Investment Advisory bought 100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $2.12K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2707 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 28 quarters since.
Steward Partners Investment Advisory's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $956K in Q1 2021.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.