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

NewEdge 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 Q1	–	Sell	-26,272	Closed	-$248K	–	4331
2025 Q4	$248K	Sell	26,272 -1,100	-4%	-$10.5K	﹤0.01%	2451
2025 Q3	$267K	Sell	27,372 -3,709	-12%	-$34.8K	﹤0.01%	2250
2025 Q2	$287K	Buy	31,081 +2,709	+10%	+$24.2K	﹤0.01%	2044
2025 Q1	$262K	Hold	28,372	–	–	﹤0.01%	1972
2024 Q4	$256K	Sell	28,372 -1,600	-5%	-$14.8K	﹤0.01%	1962
2024 Q3	$282K	Sell	29,972 -2,053	-6%	-$18.1K	﹤0.01%	1844
2024 Q2	$271K	Buy	32,025 +3,000	+10%	+$24.8K	﹤0.01%	1776
2024 Q1	$245K	Sell	29,025 -9,900	-25%	-$81.8K	﹤0.01%	1739
2023 Q4	$317K	Buy	38,925 +17,300	+80%	+$130K	﹤0.01%	1525
2023 Q3	$161K	Sell	21,625 -14,300	-40%	-$110K	﹤0.01%	1692
2023 Q2	$288K	Buy	35,925 +400	+1%	+$3.15K	﹤0.01%	1469
2023 Q1	$266K	Sell	35,525 -6	-0%	-$54	﹤0.01%	1419
2022 Q4	$303K	Buy	35,531 +2,806	+9%	+$24.8K	0.01%	999
2022 Q3	$281K	Buy	32,725 +563	+2%	+$5.44K	﹤0.01%	1239
2022 Q2	$306K	Buy	32,162 +3,000	+10%	+$30.3K	0.01%	1205
2022 Q1	$336K	Buy	29,162 +4,100	+16%	+$47.2K	0.01%	937
2021 Q4	$319K	Buy	+25,062	New	+$317K	﹤0.01%	1294

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 $21.8B AUM 28.57% 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 $102M AUM

NewEdge Advisors's PFO Position: Q1 2026 in Review

NewEdge Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026, closing a stake of 26,272 shares — an estimated $248K sold.

NewEdge Advisors first reported a position in PFO in Q4 2021 and held it in 17 quarters. The position peaked at $336K in Q1 2022. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

NewEdge Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 26,272 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $248K.
NewEdge Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2021 and held it in 17 quarters.
NewEdge Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $336K in Q1 2022.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.