Rossby Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Rossby Financial’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	–	Sell	-700	Closed	-$6.39K	–	2298
2026 Q1	$6.39K	Buy	+700	New	+$6.6K	﹤0.01%	1416
2025 Q2	–	Sell	-3,129	Closed	-$27.5K	–	1268
2025 Q1	$27.5K	Buy	+3,129	New	+$28.7K	0.01%	570

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

Rossby Financial's PFO Position: Q2 2026 in Review

Rossby Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026, closing a stake of 700 shares — an estimated $6.39K sold.

Rossby Financial first reported a position in PFO in Q1 2025 and held it in 2 quarters. The position peaked at $27.5K in Q1 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

Rossby Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 700 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $6.39K.
Rossby Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2025 and held it in 2 quarters.
Rossby Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $27.5K in Q1 2025.
50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.