Jeff Yass’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Jeff Yass’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	$125K	Sell	13,484 -365	-3%	-$3.36K	﹤0.01%	12335
2026 Q1	$125K	Sell	13,849 -1,226	-8%	-$11.6K	﹤0.01%	12186
2025 Q4	$142K	Buy	+15,075	New	+$144K	﹤0.01%	11214
2025 Q3	–	Sell	-10,654	Closed	-$98.5K	–	13535
2025 Q2	$98.5K	Buy	+10,654	New	+$95.1K	﹤0.01%	11804
2023 Q4	–	Sell	-14,077	Closed	-$105K	–	13067
2023 Q3	$105K	Buy	+14,077	New	+$109K	﹤0.01%	10871
2023 Q2	–	Sell	-14,027	Closed	-$116K	–	12860
2023 Q1	$116K	Buy	14,027 +520	+4%	+$4.67K	﹤0.01%	11167
2022 Q4	$116K	Buy	13,507 +1,701	+14%	+$15.1K	﹤0.01%	10806
2022 Q3	$101K	Buy	+11,806	New	+$114K	﹤0.01%	11698
2019 Q1	–	Sell	-11,543	Closed	-$122K	–	9591
2018 Q4	$122K	Buy	11,543 +751	+7%	+$8.35K	﹤0.01%	8114
2018 Q3	$126K	Buy	+10,792	New	+$125K	﹤0.01%	8508

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Jeff Yass's PFO Position: Q2 2026 in Review

Jeff Yass reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 2.6% in Q2 2026, selling an estimated $3.36K and leaving 13,484 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #12335.

Jeff Yass first reported a position in PFO in Q3 2018 and has held it in 10 quarters since. The position peaked at $142K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Jeff Yass held 13,484 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $125K as of Q2 2026.
Jeff Yass sold 365 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $3.36K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12335 holding.
Jeff Yass first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2018 and has held it in 10 quarters since.
Jeff Yass's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $142K in Q4 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.