Blue Bell Private Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Blue Bell Private Wealth Management’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	$5.4K	Sell	597 -403	-40%	-$3.8K	﹤0.01%	611
2025 Q4	$9.45K	Hold	1,000	–	–	﹤0.01%	562
2025 Q3	$9.75K	Hold	1,000	–	–	﹤0.01%	551
2025 Q2	$9.25K	Buy	+1,000	New	+$8.93K	﹤0.01%	534
2024 Q4	–	Sell	-3,668	Closed	-$34.5K	–	700
2024 Q3	$34.5K	Buy	3,668 +1,076	+42%	+$9.51K	0.01%	405
2024 Q2	$22K	Buy	+2,592	New	+$21.5K	﹤0.01%	449

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

Blue Bell Private Wealth Management's PFO Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 40% in Q1 2026, selling an estimated $3.8K and leaving 597 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Blue Bell Private Wealth Management first reported a position in PFO in Q2 2024 and has held it in 6 quarters since. The position peaked at $34.5K in Q3 2024. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Blue Bell Private Wealth Management held 597 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $5.4K as of Q1 2026.
Blue Bell Private Wealth Management sold 403 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $3.8K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #611 holding.
Blue Bell Private Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2024 and has held it in 6 quarters since.
Blue Bell Private Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $34.5K in Q3 2024.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.