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

AlphaCore Capital’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	$117K	Sell	12,900 -500	-4%	-$4.72K	﹤0.01%	912
2025 Q4	$127K	Buy	+13,400	New	+$128K	﹤0.01%	1053

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

AlphaCore Capital's PFO Position: Q1 2026 in Review

AlphaCore Capital reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 3.7% in Q1 2026, selling an estimated $4.72K and leaving 12,900 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

AlphaCore Capital first reported a position in PFO in Q4 2025 and has held it in 2 quarters since. The position peaked at $127K in Q4 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

AlphaCore Capital held 12,900 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $117K as of Q1 2026.
AlphaCore Capital sold 500 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $4.72K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #912 holding.
AlphaCore Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
AlphaCore Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $127K in Q4 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

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