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 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 $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

Rossby Financial's PFO Position: Q1 2026 in Review

Rossby Financial opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 700 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Rossby Financial previously reported a position in PFO as recently as Q1 2025.

Rossby Financial first reported a position in PFO in Q1 2025 and has held it in 2 quarters since. The position peaked at $27.5K in Q1 2025. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Rossby Financial held 700 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $6.39K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Rossby Financial position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1416 holding.
Rossby Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2025 and has held it in 2 quarters since.
Rossby Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $27.5K in Q1 2025.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.