SFI
PFO

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

SPC Financial Inc’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 		$131K Hold
13,400
– – 0.01% 275
2025
Q2 		$124K Hold
13,400
– – 0.01% 257
2025
Q1 		$124K Hold
13,400
– – 0.01% 257
2024
Q4 		$121K Hold
13,400
– – 0.01% 256
2024
Q3 		$126K Sell
13,400
-4,500
-25% -$39.8K 0.01% 249
2024
Q2 		$152K Hold
17,900
– – 0.01% 240
2024
Q1 		$151K Sell
17,900
-200
-1% -$1.65K 0.01% 227
2023
Q4 		$144K Sell
18,100
-500
-3% -$3.75K 0.01% 222
2023
Q3 		$138K Hold
18,600
– – 0.02% 205
2023
Q2 		$149K Sell
18,600
-5,100
-22% -$40.1K 0.02% 215
2023
Q1 		$196K Sell
23,700
-3,500
-13% -$31.4K 0.02% 202
2022
Q4 		$234K Sell
27,200
-7,000
-20% -$62K 0.03% 184
2022
Q3 		$293K Sell
34,200
-3,100
-8% -$29.9K 0.04% 155
2022
Q2 		$355K Buy
37,300
+3,200
+9% +$32.4K 0.04% 149
2022
Q1 		$392K Buy
34,100
+4,900
+17% +$56.4K 0.05% 144
2021
Q4 		$372K Buy
29,200
+8,300
+40% +$105K 0.04% 144
2021
Q3 		$268K Buy
20,900
+4,200
+25% +$55.3K 0.03% 150
2021
Q2 		$223K Buy
16,700
+3,700
+28% +$49.1K 0.03% 163
2021
Q1 		$171K Buy
13,000
+900
+7% +$11.6K 0.02% 163
2020
Q4 		$159K Buy
12,100
+1,500
+14% +$18.7K 0.02% 158
2020
Q3 		$126K Buy
+10,600
New +$126K 0.02% 141

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Pathstone Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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 $18.1B AUM 24.63% 1-Year Est. Return

SPC Financial Inc's PFO Position: Q3 2025 in Review

SPC Financial Inc held its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) position steady in Q3 2025 at 13,400 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #275.

SPC Financial Inc first reported a position in PFO in Q3 2020 and has held it in 21 quarters since. The position peaked at $392K in Q1 2022. 45 funds tracked by Wall St. Rank hold PFO as of Q3 2025.

  • SPC Financial Inc held 13,400 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $131K as of Q3 2025.
  • SPC Financial Inc left its Flaherty & Crumrine Preferred and Income Opportunity Fund share count unchanged in Q3 2025.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of SPC Financial Inc's portfolio in Q3 2025, its #275 holding.
  • SPC Financial Inc first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2020 and has held it in 21 quarters since.
  • SPC Financial Inc's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $392K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.