Baird Financial Group
PFO

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
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 $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
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)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Baird Financial Group's PFO Position: Q1 2026 in Review

Baird Financial Group reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 0.78% in Q1 2026, selling an estimated $3.16K and leaving 42,504 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Baird Financial Group first reported a position in PFO in Q1 2025 and has held it in 5 quarters since. The position peaked at $421K in Q3 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

  • Baird Financial Group held 42,504 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $384K as of Q1 2026.
  • Baird Financial Group sold 335 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $3.16K.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1556 holding.
  • Baird Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2025 and has held it in 5 quarters since.
  • Baird Financial Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $421K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.