Arax Advisory Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Arax Advisory 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 Q2	$499K	Buy	54,038 +49,763	+1,164%	+$458K	﹤0.01%	1644
2026 Q1	$38.6K	Sell	4,275 -44,598	-91%	-$421K	﹤0.01%	1790
2025 Q4	$462K	Sell	48,873 -1,999	-4%	-$19.1K	0.01%	621
2025 Q3	$496K	Buy	+50,872	New	+$477K	0.01%	904

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

Arax Advisory Partners's PFO Position: Q2 2026 in Review

Arax Advisory Partners increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1,164% in Q2 2026, buying an estimated $458K and bringing the position to 54,038 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Arax Advisory Partners first reported a position in PFO in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Arax Advisory Partners held 54,038 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $499K as of Q2 2026.
Arax Advisory Partners bought 49,763 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $458K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1644 holding.
Arax Advisory Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.