Allworth Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Allworth Financial’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 Q2	–	Sell	-2,510	Closed	-$22.7K	–	5339
2026 Q1	$22.7K	Buy	+2,510	New	+$23.7K	﹤0.01%	2906
2025 Q4	–	Sell	-2,510	Closed	-$24.5K	–	5220
2025 Q3	$24.5K	Hold	2,510	–	–	﹤0.01%	2581
2025 Q2	$23.2K	Buy	+2,510	New	+$22.4K	﹤0.01%	2427
2023 Q3	–	Sell	-885	Closed	-$7.09K	–	3521
2023 Q2	$7.09K	Hold	885	–	–	﹤0.01%	1969
2023 Q1	$7.3K	Hold	885	–	–	﹤0.01%	1895
2022 Q4	$7.61K	Hold	885	–	–	﹤0.01%	1768
2022 Q3	$8K	Buy	+885	New	+$8.54K	﹤0.01%	1753

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

Allworth Financial's PFO Position: Q2 2026 in Review

Allworth Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026, closing a stake of 2,510 shares — an estimated $22.7K sold.

Allworth Financial first reported a position in PFO in Q3 2022 and held it in 7 quarters. The position peaked at $24.5K in Q3 2025. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Allworth Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 2,510 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $22.7K.
Allworth Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2022 and held it in 7 quarters.
Allworth Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $24.5K in Q3 2025.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.