Fiera Capital (Canada)
PFO

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
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 $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
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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Fiera Capital (Canada)'s PFO Position: Q1 2026 in Review

Fiera Capital (Canada) reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 3.5% in Q1 2026, selling an estimated $43.4K and leaving 125,260 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Fiera Capital (Canada) first reported a position in PFO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

  • Fiera Capital (Canada) held 125,260 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $1.13M as of Q1 2026.
  • Fiera Capital (Canada) sold 4,602 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $43.4K.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Fiera Capital (Canada)'s portfolio in Q1 2026, its #309 holding.
  • Fiera Capital (Canada) first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • Fiera Capital (Canada)'s Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1.23M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2026, filed 12 May 2026.