NWMP
PFO

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
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

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Noble Wealth Management PBC's PFO Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 3% in Q2 2026, buying an estimated $26.8K and bringing the position to 100,360 shares worth $927K. The position accounts for 0.42% of the portfolio, ranked #68.

Noble Wealth Management PBC first reported a position in PFO in Q4 2024 and has held it in 6 quarters since. The position peaked at $975K in Q3 2025. 21 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Noble Wealth Management PBC held 100,360 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $927K as of Q2 2026.
  • Noble Wealth Management PBC bought 2,911 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $26.8K.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.42% of Noble Wealth Management PBC's portfolio in Q2 2026, its #68 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 6 quarters since.
  • Noble Wealth Management PBC's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $975K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.