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

Baird Financial Group’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	$387K	Sell	41,928 -576	-1%	-$5.3K	﹤0.01%	1638
2026 Q1	$384K	Sell	42,504 -335	-0.8%	-$3.16K	﹤0.01%	1556
2025 Q4	$405K	Sell	42,839 -332	-0.8%	-$3.18K	﹤0.01%	1544
2025 Q3	$421K	Buy	43,171 +293	+0.7%	+$2.75K	﹤0.01%	1524
2025 Q2	$397K	Buy	42,878 +11,682	+37%	+$104K	﹤0.01%	1493
2025 Q1	$288K	Buy	+31,196	New	+$286K	﹤0.01%	1582

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

Baird Financial Group's PFO Position: Q2 2026 in Review

Baird Financial Group reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1.4% in Q2 2026, selling an estimated $5.3K and leaving 41,928 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Baird Financial Group first reported a position in PFO in Q1 2025 and has held it in 6 quarters since. The position peaked at $421K in Q3 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Baird Financial Group held 41,928 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $387K as of Q2 2026.
Baird Financial Group sold 576 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $5.3K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1638 holding.
Baird Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2025 and has held it in 6 quarters since.
Baird Financial Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $421K in Q3 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.