Rivernorth Capital Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Rivernorth Capital 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 Q2	$208K	Buy	22,537 +1,494	+7%	+$13.7K	0.01%	316
2026 Q1	$190K	Sell	21,043 -90,702	-81%	-$856K	0.01%	311
2025 Q4	$1.06M	Buy	111,745 +43,033	+63%	+$412K	0.05%	266
2025 Q3	$670K	Sell	68,712 -179,010	-72%	-$1.68M	0.04%	265
2025 Q2	$2.29M	Buy	247,722 +4,305	+2%	+$38.4K	0.13%	185
2025 Q1	$2.24M	Buy	243,417 +51,349	+27%	+$470K	0.12%	163
2024 Q4	$1.73M	Buy	192,068 +121,629	+173%	+$1.12M	0.08%	172
2024 Q3	$663K	Hold	70,439	–	–	0.03%	195
2024 Q2	$597K	Buy	70,439 +19,919	+39%	+$165K	0.03%	213
2024 Q1	$426K	Hold	50,520	–	–	0.02%	224
2023 Q4	$402K	Buy	+50,520	New	+$379K	0.02%	232
2022 Q2	–	Sell	-10,388	Closed	-$119K	–	850
2022 Q1	$119K	Buy	+10,388	New	+$120K	﹤0.01%	556

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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 $27.6B AUM 23.56% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

Rivernorth Capital Management's PFO Position: Q2 2026 in Review

Rivernorth Capital Management increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 7.1% in Q2 2026, buying an estimated $13.7K and bringing the position to 22,537 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #316.

Rivernorth Capital Management first reported a position in PFO in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2025. 49 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Rivernorth Capital Management held 22,537 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $208K as of Q2 2026.
Rivernorth Capital Management bought 1,494 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $13.7K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of Rivernorth Capital Management's portfolio in Q2 2026, its #316 holding.
Rivernorth Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2022 and has held it in 12 quarters since.
Rivernorth Capital Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $2.29M in Q2 2025.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Rivernorth Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.