Noble Wealth Management PBC’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Noble Wealth Management PBC’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 Q3	$845K	Sell	97,961 -2,399	-2%	-$21.7K	0.38%	76
2026 Q2	$927K	Buy	100,360 +2,911	+3%	+$26.8K	0.42%	68
2026 Q1	$881K	Buy	97,449 +2,104	+2%	+$19.9K	0.44%	59
2025 Q4	$901K	Sell	95,345 -4,685	-5%	-$44.9K	0.45%	58
2025 Q3	$975K	Buy	+100,030	New	+$939K	0.52%	55
2025 Q1	$938K	Buy	101,698 +17,938	+21%	+$164K	0.64%	50
2024 Q4	$755K	Buy	+83,760	New	+$773K	0.52%	59

Other funds holding PFO

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Clifford Swan Investment Counsel Pasadena, California $3.14B AUM 23.84% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Jag Capital Management St Louis, Missouri $1.07B AUM 59.03% 1-Year Est. Return

Noble Wealth Management PBC's PFO Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 2.4% in Q3 2026, selling an estimated $21.7K and leaving 97,961 shares worth $845K. The position accounts for 0.38% of the portfolio, ranked #76.

Noble Wealth Management PBC first reported a position in PFO in Q4 2024 and has held it in 7 quarters since. The position peaked at $975K in Q3 2025. 20 funds tracked by Wall St. Rank hold PFO as of Q3 2026.

Noble Wealth Management PBC held 97,961 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $845K as of Q3 2026.
Noble Wealth Management PBC sold 2,399 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2026, an estimated $21.7K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.38% of Noble Wealth Management PBC's portfolio in Q3 2026, its #76 holding.
Noble Wealth Management PBC first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $975K in Q3 2025.
20 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.