Consolidated Portfolio Review Corp’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-10,607	Closed	-$103K	–	290
2025 Q3	$103K	Hold	10,607	–	–	0.01%	449
2025 Q2	$98.1K	Sell	10,607 -40,665	-79%	-$363K	0.01%	441
2025 Q1	$473K	Sell	51,272 -7,786	-13%	-$71.3K	0.08%	229
2024 Q4	$532K	Sell	59,058 -29,012	-33%	-$268K	0.08%	222
2024 Q3	$829K	Sell	88,070 -14,656	-14%	-$130K	0.18%	140
2024 Q2	$870K	Sell	102,726 -4,434	-4%	-$36.7K	0.2%	127
2024 Q1	$904K	Buy	107,160 +5,997	+6%	+$49.5K	0.24%	109
2023 Q4	$805K	Buy	101,163 +22,533	+29%	+$169K	0.18%	126
2023 Q3	$585K	Buy	78,630 +31,223	+66%	+$241K	0.14%	154
2023 Q2	$380K	Buy	+47,407	New	+$373K	0.09%	198

Other funds holding PFO

SIA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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 $21.3B AUM 22.13% 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 $98.3M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Consolidated Portfolio Review Corp's PFO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2025, closing a stake of 10,607 shares — an estimated $103K sold.

Consolidated Portfolio Review Corp first reported a position in PFO in Q2 2023 and held it in 10 quarters. The position peaked at $904K in Q1 2024. 45 funds tracked by Wall St. Rank hold PFO as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 10,607 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2025, an estimated $103K.
Consolidated Portfolio Review Corp first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $904K in Q1 2024.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.