Fiera Capital (Canada)’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Fiera Capital (Canada)’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	$1.19M	Buy	128,673 +3,413	+3%	+$31.4K	﹤0.01%	302
2026 Q1	$1.13M	Sell	125,260 -4,602	-4%	-$43.4K	﹤0.01%	309
2025 Q4	$1.23M	Buy	129,862 +69,717	+116%	+$668K	﹤0.01%	322
2025 Q3	$586K	Buy	+60,145	New	+$565K	﹤0.01%	357

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada)'s PFO Position: Q2 2026 in Review

Fiera Capital (Canada) increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 2.7% in Q2 2026, buying an estimated $31.4K and bringing the position to 128,673 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Fiera Capital (Canada) first reported a position in PFO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Fiera Capital (Canada) held 128,673 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $1.19M as of Q2 2026.
Fiera Capital (Canada) bought 3,413 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $31.4K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #302 holding.
Fiera Capital (Canada) first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
Fiera Capital (Canada)'s Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1.23M in Q4 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.