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
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

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

Triumph Capital Management's DFP Position: Q2 2026 in Review

Triumph Capital Management increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 21% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,375 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #434.

Triumph Capital Management first reported a position in DFP in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Triumph Capital Management held 6,375 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $132K as of Q2 2026.
  • Triumph Capital Management bought 1,100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $22.7K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #434 holding.
  • Triumph Capital Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.