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

Bessemer 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
2025 Q1	–	Sell	-443	Closed	-$4K	–	2671
2024 Q4	$4K	Buy	443 +7	+2%	+$65	﹤0.01%	2081
2024 Q3	$4K	Buy	436 +31	+8%	+$274	﹤0.01%	2027
2024 Q2	$3K	Buy	405 +11	+3%	+$91	﹤0.01%	1885
2024 Q1	$3K	Buy	+394	New	+$3.25K	﹤0.01%	1884
2021 Q4	–	Sell	-9,000	Closed	-$115K	–	1946
2021 Q3	$115K	Hold	9,000	–	–	﹤0.01%	908
2021 Q2	$120K	Buy	+9,000	New	+$120K	﹤0.01%	913

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bessemer Group's PFO Position: Q1 2025 in Review

Bessemer Group sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2025, closing a stake of 443 shares — an estimated $4K sold.

Bessemer Group first reported a position in PFO in Q2 2021 and held it in 6 quarters. The position peaked at $120K in Q2 2021. 46 funds tracked by Wall St. Rank hold PFO as of Q1 2025.

Bessemer Group reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
Bessemer Group sold 443 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2025, an estimated $4K.
Bessemer Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2021 and held it in 6 quarters.
Bessemer Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $120K in Q2 2021.
46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.