Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘25
1951
5 57 52 13.9%
1952
5 36 31 4.65%
1953
5 10 5 6.15%
CCB icon
1954
Coastal Financial
CCB
$1.17B
5 71 66 32.8%
1955
5 26 21 5.51%
1956
5 25 20 7.77%
1957
5 19 14 2.32%
1958
5 6 1 4.62%
1959
5 12 7 11.5%
1960
5 57 52 15.3%
DFP
1961
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
5 30 25 0.19%
1962
5 6 1 3.76%
1963
5 28 23 16.2%
1964
5 87 82 12.1%
1965
5 14 9 0.17%
1966
5 16 11 2.36%
1967
5 21 16 1.11%
1968
5 53 48 4.95%
1969
5 40 35 3.89%
1970
5 99 94 53.6%
1971
5 15 10 6.27%
1972
5 14 9 149%
1973
5 9 4 14.6%
1974
5 114 109 45.7%
1975
5 20 15 6.46%