Harbour Investments’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Harbour Investments’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	$3.62K	Buy	+400	New	+$3.77K	﹤0.01%	3715
2022 Q4	–	Sell	-800	Closed	-$8K	–	3088
2022 Q3	$8K	Hold	800	–	–	﹤0.01%	2033
2022 Q2	$8K	Buy	+800	New	+$8.09K	﹤0.01%	2033
2021 Q4	$10K	Sell	800 -550	-41%	-$6.96K	﹤0.01%	1933
2021 Q3	$17K	Hold	1,350	–	–	﹤0.01%	2390
2021 Q2	$18K	Hold	1,350	–	–	﹤0.01%	2397
2021 Q1	$18K	Buy	+1,350	New	+$17.4K	﹤0.01%	2274

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Harbour Investments's PFO Position: Q1 2026 in Review

Harbour Investments opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 400 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #3715 among its holdings. This is a return to the name: Harbour Investments previously reported a position in PFO as recently as Q3 2022.

Harbour Investments first reported a position in PFO in Q1 2021 and has held it in 7 quarters since. The position peaked at $18K in Q2 2021. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Harbour Investments held 400 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $3.62K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Harbour Investments position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3715 holding.
Harbour Investments first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2021 and has held it in 7 quarters since.
Harbour Investments's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $18K in Q2 2021.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.