TCM
DFP

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
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

Raymond James Financial
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triumph Capital Management's DFP Position: Q1 2026 in Review

Triumph Capital Management increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 19% in Q1 2026, buying an estimated $17.5K and bringing the position to 5,275 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #447.

Triumph Capital Management first reported a position in DFP in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Triumph Capital Management held 5,275 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $106K as of Q1 2026.
  • Triumph Capital Management bought 825 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $17.5K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #447 holding.
  • Triumph Capital Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.