CBU
PFO

CIBC Bancorp USA’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

CIBC Bancorp USA’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 		$5.32M Buy
+588,511
New +$5.55M 0.01% 690

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

CIBC Bancorp USA's PFO Position: Q1 2026 in Review

CIBC Bancorp USA opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 588,511 shares worth $5.32M. The stake represents 0.01% of the portfolio and ranks #690 among its holdings.

52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

  • CIBC Bancorp USA held 588,511 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $5.32M as of Q1 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new CIBC Bancorp USA position in Q1 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of CIBC Bancorp USA's portfolio in Q1 2026, its #690 holding.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on CIBC Bancorp USA's 13F filing for Q1 2026, filed 12 May 2026.