Clifford Swan Investment Counsel’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Clifford Swan Investment Counsel’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	$267K	Hold	29,500	–	–	0.01%	286
2025 Q4	$279K	Hold	29,500	–	–	0.01%	274
2025 Q3	$288K	Buy	29,500 +14,500	+97%	+$136K	0.01%	275
2025 Q2	$139K	Sell	15,000 -14,500	-49%	-$129K	﹤0.01%	312
2025 Q1	$272K	Hold	29,500	–	–	0.01%	277
2024 Q4	$266K	Hold	29,500	–	–	0.01%	277
2024 Q3	$278K	Hold	29,500	–	–	0.01%	278
2024 Q2	$250K	Hold	29,500	–	–	0.01%	279
2024 Q1	$249K	Hold	29,500	–	–	0.01%	281
2023 Q4	$235K	Hold	29,500	–	–	0.01%	283
2023 Q3	$219K	Hold	29,500	–	–	0.01%	285
2023 Q2	$236K	Hold	29,500	–	–	0.01%	283
2023 Q1	$243K	Hold	29,500	–	–	0.01%	278
2022 Q4	$254K	Hold	29,500	–	–	0.01%	276
2022 Q3	$253K	Hold	29,500	–	–	0.01%	273
2022 Q2	$281K	Hold	29,500	–	–	0.01%	271
2022 Q1	$339K	Hold	29,500	–	–	0.01%	270
2021 Q4	$376K	Buy	29,500 +6,000	+26%	+$75.9K	0.01%	265
2021 Q3	$302K	Hold	23,500	–	–	0.01%	281
2021 Q2	$313K	Hold	23,500	–	–	0.01%	266
2021 Q1	$309K	Hold	23,500	–	–	0.01%	270
2020 Q4	$308K	Buy	23,500 +11,000	+88%	+$137K	0.01%	269
2020 Q3	$149K	Hold	12,500	–	–	0.01%	307
2020 Q2	$139K	Hold	12,500	–	–	0.01%	300
2020 Q1	$124K	Hold	12,500	–	–	0.01%	286
2019 Q4	$154K	Hold	12,500	–	–	0.01%	312
2019 Q3	$153K	Hold	12,500	–	–	0.01%	303
2019 Q2	$146K	Hold	12,500	–	–	0.01%	308
2019 Q1	$140K	Hold	12,500	–	–	0.01%	304
2018 Q4	$132K	Hold	12,500	–	–	0.01%	291
2018 Q3	$146K	Hold	12,500	–	–	0.01%	314
2018 Q2	$134K	Hold	12,500	–	–	0.01%	309
2018 Q1	$136K	Hold	12,500	–	–	0.01%	306
2017 Q4	$148K	Hold	12,500	–	–	0.01%	312
2017 Q3	$153K	Hold	12,500	–	–	0.01%	308
2017 Q2	$157K	Hold	12,500	–	–	0.01%	314
2017 Q1	$149K	Hold	12,500	–	–	0.01%	292
2016 Q4	$139K	Hold	12,500	–	–	0.01%	274
2016 Q3	$144K	Hold	12,500	–	–	0.01%	274
2016 Q2	$156K	Hold	12,500	–	–	0.01%	254
2016 Q1	$148K	Buy	+12,500	New	+$137K	0.01%	259

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 $21.8B AUM 28.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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 $102M AUM

Clifford Swan Investment Counsel's PFO Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q1 2026 at 29,500 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #286.

Clifford Swan Investment Counsel first reported a position in PFO in Q1 2016 and has held it in 41 quarters since. The position peaked at $376K in Q4 2021. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Clifford Swan Investment Counsel held 29,500 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $267K as of Q1 2026.
Clifford Swan Investment Counsel left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #286 holding.
Clifford Swan Investment Counsel first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2016 and has held it in 41 quarters since.
Clifford Swan Investment Counsel's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $376K in Q4 2021.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.