Triumph Capital Management
DFP icon

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

Triumph Capital Management’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
Q3 		$122K Buy
6,475
+100
+2% +$2.04K 0.02% 458
2026
Q2 		$132K Buy
6,375
+1,100
+21% +$22.7K 0.02% 434
2026
Q1 		$106K Buy
5,275
+825
+19% +$17.5K 0.02% 447
2025
Q4 		$92.5K Buy
+4,450
New +$94.9K 0.02% 455

Other funds holding DFP

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Seamount Financial Group
Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Triumph Capital Management's DFP Position: Q3 2026 in Review

Triumph Capital Management increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 1.6% in Q3 2026, buying an estimated $2.04K and bringing the position to 6,475 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #458.

Triumph Capital Management first reported a position in DFP in Q4 2025 and has held it in 4 quarters since. The position peaked at $132K in Q2 2026. 13 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

  • Triumph Capital Management held 6,475 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $122K as of Q3 2026.
  • Triumph Capital Management bought 100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2026, an estimated $2.04K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #458 holding.
  • Triumph Capital Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $132K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.