CIBC Private Wealth Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

CIBC Private Wealth 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 Q4	$5.56M	Hold	588,511	–	–	0.01%	413
2025 Q3	$5.74M	Hold	588,511	–	–	0.01%	407
2025 Q2	$5.44M	Hold	588,511	–	–	0.01%	415
2025 Q1	$5.02M	Hold	588,511	–	–	0.01%	398
2024 Q4	$5.34M	Hold	588,511	–	–	0.01%	412
2024 Q3	$5.54M	Buy	+588,511	New	+$5.2M	0.01%	412

Other funds holding PFO

SIA

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

CIBC Private Wealth Group's PFO Position: Q4 2025 in Review

CIBC Private Wealth Group held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q4 2025 at 588,511 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #413.

CIBC Private Wealth Group first reported a position in PFO in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.74M in Q3 2025. 45 funds tracked by Wall St. Rank hold PFO as of Q4 2025.

CIBC Private Wealth Group held 588,511 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $5.56M as of Q4 2025.
CIBC Private Wealth Group left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q4 2025.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #413 holding.
CIBC Private Wealth Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2024 and has held it in 6 quarters since.
CIBC Private Wealth Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $5.74M in Q3 2025.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.