Mercer Global Advisors
PFO

Mercer Global Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Mercer Global Advisors’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 		$42.8K Buy
+4,637
New +$42.6K ﹤0.01% 4396

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Pathstone Holdings
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors's PFO Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 4,637 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #4396 among its holdings.

46 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Mercer Global Advisors held 4,637 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $42.8K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Mercer Global Advisors position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4396 holding.
  • 46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.