Capital Analysts, LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1624758
FORT WASHINGTON, PA
Position in DFP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$686,273
-$28,923 QoQ
Shares Held
34,194
-0.6% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Analysts, LLC holds $11,297,203 across 36 Asset Management names. DFP ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,606 | $4,429,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
21,350 | $1,974,874 | |
| 3 | BX |
Blackstone Inc.
|
10,319 | $1,186,581 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
This page
|
34,194 | $686,273 | |
| 5 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
66,245 | $465,039 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
37,367 | $411,783 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
32,953 | $397,413 | |
| 8 | GAM |
General American Investors Co Inc
|
5,102 | $298,313 |
All Filings in DFP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $686,273 | 34,194 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $715,196 | 34,401 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $673,458 | 31,121 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $661,332 | 32,213 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $679,821 | 33,588 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $707,730 | 35,493 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $695,245 | 32,337 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $847,584 | 44,145 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $812,501 | 42,384 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $642,035 | 36,171 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $244,825 | 14,599 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||