Ewing Morris & Co Investment Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Ewing Morris & Co Investment Partners’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 Q3	–	Sell	-75,690	Closed	-$700K	–	113
2025 Q2	$700K	Hold	75,690	–	–	0.31%	62
2025 Q1	$1M	Hold	75,690	–	–	0.32%	59
2024 Q4	$682K	Buy	+75,690	New	+$698K	0.24%	68

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NWMP

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ewing Morris & Co Investment Partners's PFO Position: Q3 2025 in Review

Ewing Morris & Co Investment Partners sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2025, closing a stake of 75,690 shares — an estimated $700K sold.

Ewing Morris & Co Investment Partners first reported a position in PFO in Q4 2024 and held it in 3 quarters. The position peaked at $1M in Q1 2025. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

Ewing Morris & Co Investment Partners reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 75,690 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2025, an estimated $700K.
Ewing Morris & Co Investment Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and held it in 3 quarters.
Ewing Morris & Co Investment Partners's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1M in Q1 2025.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.