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 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 $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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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) 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 New York $1.66T AUM 25.57% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Allworth Financial's PFO Position: Q1 2026 in Review

Allworth Financial opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 2,510 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #2906 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PFO as recently as Q3 2025.

Allworth Financial first reported a position in PFO in Q3 2022 and has held it in 7 quarters since. The position peaked at $24.5K in Q3 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Allworth Financial held 2,510 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $22.7K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Allworth Financial position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2906 holding.
Allworth Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2022 and has held it in 7 quarters since.
Allworth Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $24.5K in Q3 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.