TCM
PFO

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

Traub 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 		$155K Buy
+16,759
New +$154K 0.14% 125

Other funds holding PFO

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Traub Capital Management opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026: 16,759 shares worth $155K. The stake represents 0.14% of the portfolio and ranks #125 among its holdings.

8 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Traub Capital Management held 16,759 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $155K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Traub Capital Management position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.14% of Traub Capital Management's portfolio in Q2 2026, its #125 holding.
  • 8 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.