S.A. Mason’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

S.A. Mason’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
2025 Q3	–	Sell	-3,500	Closed	-$32.4K	–	329
2025 Q2	$32.4K	Hold	3,500	–	–	0.02%	311
2025 Q1	$32.3K	Hold	3,500	–	–	0.02%	301
2024 Q4	$31.5K	Hold	3,500	–	–	0.02%	298
2024 Q3	$32.9K	Sell	3,500 -3,500	-50%	-$30.9K	0.02%	286
2024 Q2	$59.3K	Hold	7,000	–	–	0.03%	247
2024 Q1	$59.1K	Hold	7,000	–	–	0.04%	242
2023 Q4	$55.7K	Hold	7,000	–	–	0.04%	234
2023 Q3	$52.1K	Hold	7,000	–	–	0.04%	242
2023 Q2	$57.8K	Hold	7,000	–	–	0.04%	242
2023 Q1	$57.8K	Hold	7,000	–	–	0.04%	242
2022 Q4	$60.2K	Hold	7,000	–	–	0.05%	239
2022 Q3	$60K	Hold	7,000	–	–	0.05%	235
2022 Q2	$67K	Hold	7,000	–	–	0.05%	236
2022 Q1	$81K	Hold	7,000	–	–	0.05%	235
2021 Q4	$89K	Hold	7,000	–	–	0.05%	228
2021 Q3	$90K	Hold	7,000	–	–	0.06%	214
2021 Q2	$93K	Hold	7,000	–	–	0.06%	208
2021 Q1	$92K	Hold	7,000	–	–	0.07%	203
2020 Q4	$92K	Hold	7,000	–	–	0.08%	192
2020 Q3	$83K	Hold	7,000	–	–	0.08%	182
2020 Q2	$78K	Hold	7,000	–	–	0.08%	186
2020 Q1	$69K	Hold	7,000	–	–	0.08%	184
2019 Q4	$86K	Buy	+7,000	New	+$85.2K	0.08%	191

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

S.A. Mason's PFO Position: Q3 2025 in Review

S.A. Mason sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2025, closing a stake of 3,500 shares — an estimated $32.4K sold.

S.A. Mason first reported a position in PFO in Q4 2019 and held it in 23 quarters. The position peaked at $93K in Q2 2021. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

S.A. Mason reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 3,500 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2025, an estimated $32.4K.
S.A. Mason first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2019 and held it in 23 quarters.
S.A. Mason's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $93K in Q2 2021.
45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.