MFG
PFO

Mustico Financial Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Mustico Financial Group’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 		$757K Buy
83,652
+2,240
+3% +$20.6K 0.49% 19
2026
Q1 		$754K Buy
81,412
+73
+0.1% +$689 0.53% 18
2025
Q4 		$770K Buy
81,339
+4,788
+6% +$45.8K 0.59% 18
2025
Q3 		$669K Buy
76,551
+983
+1% +$9.23K 0.68% 14
2025
Q2 		$702K Buy
+75,568
New +$675K 0.65% 16

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)
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mustico Financial Group's PFO Position: Q2 2026 in Review

Mustico Financial Group increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 2.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 83,652 shares worth $757K. The position accounts for 0.49% of the portfolio, ranked #19.

Mustico Financial Group first reported a position in PFO in Q2 2025 and has held it in 5 quarters since. The position peaked at $770K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Mustico Financial Group held 83,652 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $757K as of Q2 2026.
  • Mustico Financial Group bought 2,240 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $20.6K.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.49% of Mustico Financial Group's portfolio in Q2 2026, its #19 holding.
  • Mustico Financial Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • Mustico Financial Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $770K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.