Logan Stone Capital’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Logan Stone Capital’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	$95K	Buy	+10,504	New	+$99.1K	0.03%	131
2024 Q2	–	Sell	-32,516	Closed	-$274K	–	189
2024 Q1	$274K	Buy	32,516 +9,552	+42%	+$78.9K	0.06%	126
2023 Q4	$183K	Sell	22,964 -1,835	-7%	-$13.8K	0.04%	135
2023 Q3	$185K	Buy	+24,799	New	+$191K	0.05%	130
2023 Q1	–	Sell	-26,557	Closed	-$228K	–	197
2022 Q4	$228K	Buy	+26,557	New	+$235K	0.09%	177

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

Logan Stone Capital's PFO Position: Q1 2026 in Review

Logan Stone Capital opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 10,504 shares worth $95K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in PFO as recently as Q1 2024.

Logan Stone Capital first reported a position in PFO in Q4 2022 and has held it in 5 quarters since. The position peaked at $274K in Q1 2024. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Logan Stone Capital held 10,504 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $95K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Logan Stone Capital position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.03% of Logan Stone Capital's portfolio in Q1 2026, its #131 holding.
Logan Stone Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2022 and has held it in 5 quarters since.
Logan Stone Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $274K in Q1 2024.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.