Thurston Springer Miller Herd & Titak’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Thurston Springer Miller Herd & Titak’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	$35.8K	Buy	+1,734	New	+$35.8K	0.01%	537
2025 Q3	–	Sell	-7,877	Closed	-$162K	–	733
2025 Q2	$162K	Buy	7,877 +89	+1%	+$1.77K	0.02%	400
2025 Q1	$158K	Buy	7,788 +84	+1%	+$1.71K	0.03%	368
2024 Q4	$154K	Buy	+7,704	New	+$159K	0.03%	308

Other funds holding DFP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DFP Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 1,734 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Thurston Springer Miller Herd & Titak previously reported a position in DFP as recently as Q2 2025.

Thurston Springer Miller Herd & Titak first reported a position in DFP in Q4 2024 and has held it in 4 quarters since. The position peaked at $162K in Q2 2025. 12 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,734 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $35.8K as of Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Thurston Springer Miller Herd & Titak position in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #537 holding.
Thurston Springer Miller Herd & Titak first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 4 quarters since.
Thurston Springer Miller Herd & Titak's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $162K in Q2 2025.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.