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

Parallel 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	-685	Closed	-$6.47K	–	3928
2025 Q4	$6.47K	Buy	+685	New	+$6.56K	﹤0.01%	2763

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

Parallel Advisors's PFO Position: Q1 2026 in Review

Parallel Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026, closing a stake of 685 shares — an estimated $6.47K sold.

Parallel Advisors first reported a position in PFO in Q4 2025 and held it in 1 quarter. The position peaked at $6.47K in Q4 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Parallel Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Parallel Advisors sold 685 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $6.47K.
Parallel Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2025 and held it in 1 quarter.
Parallel Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $6.47K in Q4 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.