Citadel Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Citadel Advisors’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	$102K	Buy	+11,062	New	+$102K	﹤0.01%	12689
2025 Q2	–	Sell	-11,873	Closed	-$109K	–	14449
2025 Q1	$109K	Buy	11,873 +1,158	+11%	+$10.6K	﹤0.01%	11332
2024 Q4	$96.5K	Buy	+10,715	New	+$98.8K	﹤0.01%	11538

Other funds holding PFO

SIA

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Citadel Advisors's PFO Position: Q2 2026 in Review

Citadel Advisors opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 11,062 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #12689 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PFO as recently as Q1 2025.

Citadel Advisors first reported a position in PFO in Q4 2024 and has held it in 3 quarters since. The position peaked at $109K in Q1 2025. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Citadel Advisors held 11,062 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $102K as of Q2 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Citadel Advisors position in Q2 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12689 holding.
Citadel Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and has held it in 3 quarters since.
Citadel Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $109K in Q1 2025.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.