Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
DFP holding history
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DFP overviewAll 13F holders of DFPFull Q2 2026 holdings
- Shares (Q2 2026)
- 20,669
- Value
- $427.2K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,669 | $427.2K | 0.1% | +20,669 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −57,012−100.0% | Sold out | Holders |
| Q4 2025 | 57,012 | $1.19M | 0.4% | −12,428−17.9% | Reduced | Holders |
| Q3 2025 | 69,440 | $1.50M | 0.5% | −61,420−46.9% | Reduced | Holders |
| Q2 2025 | 130,860 | $2.69M | 1.0% | +56,988+77.1% | Added | Holders |
| Q1 2025 | 73,872 | $1.50M | 0.6% | −1,368−1.8% | Reduced | Holders |
| Q4 2024 | 75,240 | $1.50M | 0.6% | +30,925+69.8% | Added | Holders |
| Q3 2024 | 44,315 | $952.8K | 0.4% | −34,693−43.9% | Reduced | Holders |
| Q2 2024 | 79,008 | $1.52M | 0.6% | +629+0.8% | Added | Holders |
| Q1 2024 | 78,379 | $1.50M | 0.6% | +29,947+61.8% | Added | Holders |
| Q4 2023 | 48,432 | $859.7K | 0.4% | +30,095+164.1% | Added | Holders |
| Q3 2023 | 18,337 | $307.5K | 0.1% | +18,337 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −15,729−100.0% | Sold out | Holders |
| Q4 2022 | 15,729 | $294.3K | 0.1% | +15,729 | New | Holders |