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 Q2	$5.44M	Hold	588,511	–	–	0.01%	721
2026 Q1	$5.32M	Buy	+588,511	New	+$5.55M	0.01%	690

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Bancorp USA's PFO Position: Q2 2026 in Review

CIBC Bancorp USA held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q2 2026 at 588,511 shares worth $5.44M. The position accounts for 0.01% of the portfolio, ranked #721.

CIBC Bancorp USA first reported a position in PFO in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

CIBC Bancorp USA held 588,511 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $5.44M as of Q2 2026.
CIBC Bancorp USA left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #721 holding.
CIBC Bancorp USA first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.