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

Northwestern Mutual Wealth Management’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	$1.84K	Buy	+204	New	+$1.93K	﹤0.01%	3618
2024 Q3	–	Sell	-5,500	Closed	-$46.6K	–	3787
2024 Q2	$46.6K	Buy	+5,500	New	+$45.5K	﹤0.01%	2109
2024 Q1	–	Sell	-2,518	Closed	-$20K	–	3751
2023 Q4	$20K	Hold	2,518	–	–	﹤0.01%	2401
2023 Q3	$18.7K	Buy	2,518 +29	+1%	+$224	﹤0.01%	2334
2023 Q2	$19.9K	Sell	2,489 -488	-16%	-$3.84K	﹤0.01%	2317
2023 Q1	$24.6K	Buy	2,977 +576	+24%	+$5.17K	﹤0.01%	2196
2022 Q4	$20.6K	Buy	2,401 +45	+2%	+$398	﹤0.01%	2244
2022 Q3	$20K	Buy	2,356 +46	+2%	+$444	﹤0.01%	2233
2022 Q2	$22K	Sell	2,310 -9,424	-80%	-$95.3K	﹤0.01%	2218
2022 Q1	$135K	Buy	11,734 +40	+0.3%	+$460	﹤0.01%	1583
2021 Q4	$149K	Buy	11,694 +38	+0.3%	+$481	﹤0.01%	1557
2021 Q3	$149K	Buy	11,656 +34	+0.3%	+$448	﹤0.01%	1458
2021 Q2	$155K	Buy	11,622 +1,147	+11%	+$15.2K	﹤0.01%	1419
2021 Q1	$138K	Buy	10,475 +1,005	+11%	+$13K	﹤0.01%	1356
2020 Q4	$124K	Hold	9,470	–	–	﹤0.01%	1317
2020 Q3	$113K	Hold	9,470	–	–	﹤0.01%	1230
2020 Q2	$105K	Hold	9,470	–	–	﹤0.01%	1191
2020 Q1	$94K	Sell	9,470 -2,913	-24%	-$34.1K	﹤0.01%	1136
2019 Q4	$153K	Hold	12,383	–	–	﹤0.01%	1053
2019 Q3	$151K	Hold	12,383	–	–	﹤0.01%	994
2019 Q2	$145K	Hold	12,383	–	–	﹤0.01%	984
2019 Q1	$139K	Hold	12,383	–	–	﹤0.01%	973
2018 Q4	$130K	Sell	12,383 -661	-5%	-$7.35K	﹤0.01%	918
2018 Q3	$152K	Hold	13,044	–	–	﹤0.01%	898
2018 Q2	$140K	Hold	13,044	–	–	﹤0.01%	878
2018 Q1	$142K	Hold	13,044	–	–	﹤0.01%	843
2017 Q4	$154K	Hold	13,044	–	–	﹤0.01%	801
2017 Q3	$160K	Hold	13,044	–	–	﹤0.01%	756
2017 Q2	$164K	Hold	13,044	–	–	﹤0.01%	732
2017 Q1	$155K	Hold	13,044	–	–	﹤0.01%	706
2016 Q4	$145K	Buy	+13,044	New	+$143K	﹤0.01%	719
2016 Q3	–	Sell	-20,985	Closed	-$263K	–	1146
2016 Q2	$263K	Hold	20,985	–	–	﹤0.01%	529
2016 Q1	$248K	Hold	20,985	–	–	﹤0.01%	521
2015 Q4	$224K	Buy	20,985 +9,470	+82%	+$101K	﹤0.01%	489
2015 Q3	$118K	Buy	11,515 +2,913	+34%	+$30.4K	﹤0.01%	556
2015 Q2	$91K	Buy	+8,602	New	+$103K	﹤0.01%	570

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 $21.3B AUM 22.13% 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 $98.3M AUM

Northwestern Mutual Wealth Management's PFO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 204 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #3618 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in PFO as recently as Q2 2024.

Northwestern Mutual Wealth Management first reported a position in PFO in Q2 2015 and has held it in 36 quarters since. The position peaked at $263K in Q2 2016. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Northwestern Mutual Wealth Management held 204 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $1.84K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Northwestern Mutual Wealth Management position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3618 holding.
Northwestern Mutual Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2015 and has held it in 36 quarters since.
Northwestern Mutual Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $263K in Q2 2016.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.