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 Q2	$157K	Buy	16,984 +6,480	+62%	+$59.6K	0.03%	142
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 $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

Logan Stone Capital's PFO Position: Q2 2026 in Review

Logan Stone Capital increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 62% in Q2 2026, buying an estimated $59.6K and bringing the position to 16,984 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #142.

Logan Stone Capital first reported a position in PFO in Q4 2022 and has held it in 6 quarters since. The position peaked at $274K in Q1 2024. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Logan Stone Capital held 16,984 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $157K as of Q2 2026.
Logan Stone Capital bought 6,480 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $59.6K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.03% of Logan Stone Capital's portfolio in Q2 2026, its #142 holding.
Logan Stone Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2022 and has held it in 6 quarters since.
Logan Stone Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $274K in Q1 2024.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.