Closed-End Fund Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Closed-End Fund 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 Q1	$856K	Sell	94,733 -1,489	-2%	-$14K	0.87%	34
2025 Q4	$909K	Buy	+96,222	New	+$921K	0.54%	50

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 $21.3B AUM 22.13% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Closed-End Fund Advisors's PFO Position: Q1 2026 in Review

Closed-End Fund Advisors reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1.5% in Q1 2026, selling an estimated $14K and leaving 94,733 shares worth $856K. The position accounts for 0.87% of the portfolio, ranked #34.

Closed-End Fund Advisors first reported a position in PFO in Q4 2025 and has held it in 2 quarters since. The position peaked at $909K in Q4 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Closed-End Fund Advisors held 94,733 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $856K as of Q1 2026.
Closed-End Fund Advisors sold 1,489 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $14K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.87% of Closed-End Fund Advisors's portfolio in Q1 2026, its #34 holding.
Closed-End Fund Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
Closed-End Fund Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $909K in Q4 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.