Cerity Partners LLC

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 1566475 NEW YORK, NY

Position in DFP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$287,001

-$10,296 QoQ

Shares Held

14,300

0.0% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cerity Partners LLC holds $777,004,677 across 117 Asset Management names. DFP ranks #84 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	166,688	$160,305,515
2	NTRS	Northern Trust Corp	508,340	$70,949,012
3	BX	Blackstone Inc.	603,398	$69,384,734
4	APO	Apollo Global Management, Inc.	417,968	$46,569,992
5	AMP	Ameriprise Financial Inc	96,099	$42,706,394
6	KKR	KKR & Co. Inc.	438,847	$40,593,347
7	PDO	PIMCO Dynamic Income Opportunities Fund	1,745,837	$22,573,672
8	PAXS	PIMCO Access Income Fund	1,532,951	$22,089,823

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$287,001	14,300	0.0%	Shares	Sole	2026-05-15
2025-12-31	$297,297	14,300	0.0%	Shares	Sole	2026-02-11
2025-09-30	$309,452	14,300	0.0%	Shares	Sole	2025-10-22
2025-06-30	$293,579	14,300	-13.6%	Shares	Sole	2025-08-13
2025-03-31	$334,951	16,549	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$329,588	16,529	-10.2%	Shares	Sole	2025-02-13
2024-09-30	$395,621	18,401	+6.4%	Shares	Sole	2024-11-12
2024-06-30	$332,160	17,300	0.0%	Shares	Sole	2024-08-13
2024-03-31	$331,641	17,300	0.0%	Shares	Defined	2024-05-14
2023-12-31	$307,075	17,300	0.0%	Shares	Sole	2024-01-26
2023-09-30	$290,121	17,300	0.0%	Shares	Sole	2023-11-14
2023-06-30	$301,366	17,300	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$338,611	18,646	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$336,780	18,000	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.