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Flaherty & Crumrine Dyn P shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Flaherty & Crumrine Dyn P

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All positions including Flaherty & Crumrine Dyn P held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 14k 21.60
2025-06-30 $4.5M 220k 20.53
2025-03-31 $4.6M 227k 20.24
2024-12-31 $862k 43k 19.94

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Top funds holding Flaherty & Crumrine Dyn P

Raymond James Financial
Cohen & Steers Capital Management
Sit Investment Associates
Guggenheim Capital, LLC Managers
Invesco
Wells Fargo & Company
LPL Financial
Morgan Stanley
Kovitz Investment Group Partners
Hennion & Walsh Asset Management
Smith Asset Management
Whipplewood Advisors
Ameriprise Financial
Cambridge Investment Research Advisors
1607 Capital Partners

View all funds holding Flaherty & Crumrine Dyn P