1CP
PFO

1607 Capital Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

1607 Capital Partners’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.91M Buy
321,580
+58,336
+22% +$550K 0.21% 83
2025
Q4 		$2.49M Buy
263,244
+64,634
+33% +$619K 0.17% 73
2025
Q3 		$1.94M Buy
+198,610
New +$1.86M 0.15% 84

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

1607 Capital Partners's PFO Position: Q1 2026 in Review

1607 Capital Partners increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 22% in Q1 2026, buying an estimated $550K and bringing the position to 321,580 shares worth $2.91M. The position accounts for 0.21% of the portfolio, ranked #83.

1607 Capital Partners first reported a position in PFO in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

  • 1607 Capital Partners held 321,580 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $2.91M as of Q1 2026.
  • 1607 Capital Partners bought 58,336 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $550K.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.21% of 1607 Capital Partners's portfolio in Q1 2026, its #83 holding.
  • 1607 Capital Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on 1607 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.