Flaherty & Crumrine DYN PrefDFP

13F holders, Q2 2026 (June 30)
83holders +4
11new positions
5sold out
$20.67avg. 13F price*

At the end of Q2 2026, 83 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 4 from Q1 2026. 11 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($26.8M), Sit Investment Associates Inc. ($13.6M) and Cohen & Steers, Inc. ($10.3M).

Company
Flaherty & Crumrine DYN Pref
CUSIP
33848W106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 66Q1 2024Q2 2024: 69Q2 2024Q3 2024: 66Q3 2024Q4 2024: 74Q4 2024Q1 2025: 72Q1 2025Q2 2025: 75Q2 2025Q3 2025: 81Q3 2025Q4 2025: 83Q4 2025Q1 2026: 79Q1 2026Q2 2026: 83Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$1.8M
Exits5$571K

All 13F filers, Q1 2026 → Q2 2026: 399,580 shares bought and 241,182 shares sold, net +158,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Raymond James Financial Inc. 0.01% Add +4.3% 1,294,453 $26.8M
Sit Investment Associates Inc. 0.26% Add +13.0% 657,212 $13.6M
Cohen & Steers, Inc. 0.02% Add +4.2% 496,489 $10.3M
Invesco Ltd. 0.00% Add +2.5% 309,183 $6.4M
Hennion & Walsh Asset Management, Inc. 0.13% Add +24.7% 218,689 $4.5M
Wells Fargo & Company 0.00% Reduce -10.6% 211,865 $4.4M
LPL Financial LLC 0.00% Add +2.6% 193,623 $4.0M
Guggenheim Capital LLC 0.02% Reduce -32.8% 163,065 $3.4M
Morgan Stanley 0.00% Add +14.9% 136,282 $2.8M
Focus Partners Wealth 0.00% Reduce -7.4% 132,309 $2.7M
Ameriprise Financial Inc. 0.00% Add +17.2% 104,750 $2.2M
Fiera Capital Corp 0.01% Add +3.3% 100,203 $2.1M
Smith Asset Management Co., LLC 1.52% Reduce -1.4% 93,742 $1.9M
Whipplewood Advisors, LLC 1.30% Reduce -1.6% 93,297 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 87,704 $1.8M
Osaic Holdings, Inc. 0.00% Add +69.7% 80,665 $1.7M
1607 Capital Partners, LLC 0.11% Reduce -42.0% 62,441 $1.3M
Revisor Wealth Management LLC 0.26% Reduce -13.8% 52,586 $1.1M
1776 Wealth LLC 0.38% Add +0.1% 52,097 $1.1M
Closed-End Fund Advisors, Inc. 1.02% Add +14.8% 50,509 $1.0M
Envestnet Asset Management Inc. 0.00% Add +18.5% 50,450 $1.0M
Principal Securities, Inc. 0.01% Add +16.5% 47,982 $992K
Janney Montgomery Scott LLC 0.00% Add +7.5% 45,343 $937K
Seamount Financial Group Inc. 0.37% Reduce -2.4% 43,904 $907K
&partners 0.00% Add +8.7% 43,474 $899K
Private Advisor Group, LLC 0.00% Reduce -1.8% 39,226 $811K
Commonwealth Equity Services, LLC 0.00% Reduce -24.0% 38,791 $802K
AlphaCore Capital LLC 0.01% Add +0.9% 36,478 $754K
Capital Analysts, LLC 0.02% Add +6.3% 36,343 $751K
Royal Bank of Canada 0.00% Add +1.6% 31,743 $656K
NewEdge Advisors, LLC 0.00% Reduce -6.5% 31,366 $648K
Concurrent Investment Advisors, LLC 0.01% Add +1.3% 30,649 $634K
Samalin Investment Counsel, LLC 0.18% Reduce -27.1% 27,311 $565K
Capital Investment Advisors, LLC 0.01% Reduce -6.9% 23,916 $494K
Cetera Investment Advisers 0.00% Reduce -2.2% 22,373 $462K
Stifel Financial Corp. 0.00% Reduce -3.4% 21,824 $451K
Shaker Financial Services, LLC 0.13% New 20,669 $427K
Palogic Value Management, L.P. 0.14% Reduce -4.9% 19,500 $403K
Baird Financial Group, Inc. 0.00% Reduce -1.4% 19,057 $394K
Mathes Company, Inc. 0.12% No change 18,000 $372K
Merit Financial Group, LLC 0.00% Reduce -19.0% 17,880 $370K
Farther Finance Advisors, LLC 0.00% Reduce -0.6% 17,839 $369K
Centaurus Financial, Inc. 0.01% Add +12.9% 17,483 $361K
Cerity Partners LLC 0.00% No change 14,300 $296K
Wedbush Securities Inc. 0.01% No change 12,700 $263K
Wolverine Asset Management LLC 0.01% Add +53.0% 12,531 $259K
Bank of America Corp. 0.00% Add +1.3% 12,463 $258K
Ritholtz Wealth Management 0.00% New 12,274 $254K
Level Four Advisory Services, LLC 0.01% Add +4.8% 12,056 $249K
XTX Topco Ltd 0.00% New 11,132 $230K
Walled Lake Planning & Wealth Management, LLC 0.06% No change 10,950 $226K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,802 $224K
Beacon Pointe Advisors, LLC 0.00% New 10,846 $224K
HighTower Advisors, LLC 0.00% Reduce -2.2% 10,543 $218K
Abel Hall, LLC 0.04% No change 10,500 $217K
Fiduciary Alliance LLC 0.01% No change 10,350 $214K
Cary Street Partners Financial LLC 0.00% No change 10,246 $212K
J.W. Cole Advisors, Inc. 0.00% New 9,724 $201K
Stance Capital LLC 0.06% Add +0.7% 8,771 $181K
UBS Group AG 0.00% Reduce -6.6% 6,885 $142K
Triumph Capital Management 0.02% Add +20.9% 6,375 $132K
Fiduciary Financial Advisors 0.01% New 6,262 $129K
Golden State Wealth Management, LLC 0.01% Add +31.0% 5,611 $116K
AdvisorNet Financial, Inc 0.01% No change 5,272 $109K
International Assets Investment Management, LLC 0.01% Reduce -26.8% 4,952 $103K
Atlantic Union Bankshares Corp 0.00% No change 4,500 $93K
Harbour Investments, Inc. 0.00% Add +0.4% 3,976 $82K
PNC Financial Services Group, Inc. 0.00% No change 3,345 $69K
Steward Partners Investment Advisory, LLC 0.00% No change 2,900 $60K
North Star Investment Management Corp. 0.00% No change 2,300 $48K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.7% 1,816 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 1,734 $36K
Westside Investment Management, Inc. 0.00% No change 1,667 $34K
Allworth Financial LP 0.00% No change 1,380 $29K
MCF Advisors LLC 0.00% No change 1,229 $25K
Spire Wealth Management 0.00% New 900 $19K
Geneos Wealth Management Inc. 0.00% No change 855 $18K
Rockefeller Capital Management L.P. 0.00% Add +1.8% 829 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 500 $10K
CoreCap Advisors, LLC 0.00% No change 398 $8K
Highline Wealth Partners LLC 0.00% No change 140 $3K
Strategic Advocates LLC 0.01% No change 81 $2K
JFS Wealth Advisors, LLC 0.00% New 62 $1K

"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.