WB
PFO

Webster Bank’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Webster Bank’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
-3,000
Closed -$27.1K – 742
2026
Q1 		$27.1K Hold
3,000
– – ﹤0.01% 438
2025
Q4 		$28.4K Buy
+3,000
New +$28.7K ﹤0.01% 413

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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Pathstone Holdings
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

Webster Bank's PFO Position: Q2 2026 in Review

Webster Bank sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2026, closing a stake of 3,000 shares — an estimated $27.1K sold.

Webster Bank first reported a position in PFO in Q4 2025 and held it in 2 quarters. The position peaked at $28.4K in Q4 2025. 50 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • Webster Bank reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Webster Bank sold 3,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $27.1K.
  • Webster Bank first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2025 and held it in 2 quarters.
  • Webster Bank's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $28.4K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.