Wells Fargo’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $389K | Sell |
43,080
-3,920
| -8% | -$37K | ﹤0.01% | 4296 |
|
|
2025
Q4 | $444K | Buy |
47,000
+2,668
| +6% | +$25.5K | ﹤0.01% | 4579 |
|
|
2025
Q3 | $432K | Buy |
44,332
+1,850
| +4% | +$17.4K | ﹤0.01% | 4408 |
|
|
2025
Q2 | $393K | Sell |
42,482
-1,532
| -3% | -$13.7K | ﹤0.01% | 4316 |
|
|
2025
Q1 | $406K | Buy |
44,014
+10,346
| +31% | +$94.8K | ﹤0.01% | 4241 |
|
|
2024
Q4 | $303K | Buy |
33,668
+10,886
| +48% | +$100K | ﹤0.01% | 4516 |
|
|
2024
Q3 | $214K | Sell |
22,782
-2,422
| -10% | -$21.4K | ﹤0.01% | 4524 |
|
|
2024
Q2 | $213K | Sell |
25,204
-7,813
| -24% | -$64.7K | ﹤0.01% | 4479 |
|
|
2024
Q1 | $279K | Buy |
33,017
+2,280
| +7% | +$18.8K | ﹤0.01% | 4259 |
|
|
2023
Q4 | $245K | Sell |
30,737
-6,997
| -19% | -$52.5K | ﹤0.01% | 4342 |
|
|
2023
Q3 | $281K | Sell |
37,734
-1,352
| -3% | -$10.4K | ﹤0.01% | 4138 |
|
|
2023
Q2 | $313K | Buy |
39,086
+2,818
| +8% | +$22.2K | ﹤0.01% | 4289 |
|
|
2023
Q1 | $299K | Buy |
36,268
+3,919
| +12% | +$35.2K | ﹤0.01% | 4184 |
|
|
2022
Q4 | $278K | Buy |
32,349
+8,995
| +39% | +$79.6K | ﹤0.01% | 3996 |
|
|
2022
Q3 | $201K | Sell |
23,354
-6,226
| -21% | -$60.1K | ﹤0.01% | 4239 |
|
|
2022
Q2 | $282K | Buy |
29,580
+8,500
| +40% | +$85.9K | ﹤0.01% | 4102 |
|
|
2022
Q1 | $243K | Sell |
21,080
-7,673
| -27% | -$88.3K | ﹤0.01% | 4873 |
|
|
2021
Q4 | $367K | Sell |
28,753
-239
| -0.8% | -$3.02K | ﹤0.01% | 4912 |
|
|
2021
Q3 | $372K | Hold |
28,992
| – | – | ﹤0.01% | 4834 |
|
|
2021
Q2 | $387K | Sell |
28,992
-3,662
| -11% | -$48.6K | ﹤0.01% | 4747 |
|
|
2021
Q1 | $430K | Sell |
32,654
-618
| -2% | -$7.98K | ﹤0.01% | 4769 |
|
|
2020
Q4 | $436K | Buy |
33,272
+2,983
| +10% | +$37.2K | ﹤0.01% | 4613 |
|
|
2020
Q3 | $361K | Sell |
30,289
-3,194
| -10% | -$37.9K | ﹤0.01% | 4590 |
|
|
2020
Q2 | $373K | Sell |
33,483
-7,351
| -18% | -$81.3K | ﹤0.01% | 4528 |
|
|
2020
Q1 | $404K | Buy |
40,834
+479
| +1% | +$5.6K | ﹤0.01% | 4195 |
|
|
2019
Q4 | $497K | Buy |
40,355
+3,422
| +9% | +$41.7K | ﹤0.01% | 4373 |
|
|
2019
Q3 | $451K | Sell |
36,933
-625
| -2% | -$7.58K | ﹤0.01% | 4447 |
|
|
2019
Q2 | $440K | Buy |
37,558
+999
| +3% | +$11.5K | ﹤0.01% | 4463 |
|
|
2019
Q1 | $410K | Sell |
36,559
-8,501
| -19% | -$96.2K | ﹤0.01% | 4450 |
|
|
2018
Q4 | $475K | Sell |
45,060
-2,462
| -5% | -$27.4K | ﹤0.01% | 4371 |
|
|
2018
Q3 | $553K | Buy |
47,522
+5,437
| +13% | +$62.9K | ﹤0.01% | 4364 |
|
|
2018
Q2 | $452K | Buy |
42,085
+3,763
| +10% | +$40.5K | ﹤0.01% | 4528 |
|
|
2018
Q1 | $416K | Buy |
38,322
+8,098
| +27% | +$90.3K | ﹤0.01% | 4533 |
|
|
2017
Q4 | $357K | Sell |
30,224
-851
| -3% | -$10.3K | ﹤0.01% | 4635 |
|
|
2017
Q3 | $380K | Buy |
31,075
+438
| +1% | +$5.37K | ﹤0.01% | 4511 |
|
|
2017
Q2 | $385K | Buy |
30,637
+5,741
| +23% | +$70.7K | ﹤0.01% | 4386 |
|
|
2017
Q1 | $296K | Sell |
24,896
-6,092
| -20% | -$71K | ﹤0.01% | 4572 |
|
|
2016
Q4 | $345K | Buy |
30,988
+3,225
| +12% | +$35.4K | ﹤0.01% | 4453 |
|
|
2016
Q3 | $320K | Sell |
27,763
-168
| -0.6% | -$2.06K | ﹤0.01% | 4207 |
|
|
2016
Q2 | $349K | Buy |
27,931
+5,143
| +23% | +$61.7K | ﹤0.01% | 4110 |
|
|
2016
Q1 | $269K | Sell |
22,788
-1
| -0% | -$11 | ﹤0.01% | 4225 |
|
|
2015
Q4 | $243K | Buy |
22,789
+315
| +1% | +$3.37K | ﹤0.01% | 4337 |
|
|
2015
Q3 | $231K | Sell |
22,474
-1,902
| -8% | -$19.9K | ﹤0.01% | 4386 |
|
|
2015
Q2 | $259K | Sell |
24,376
-56,770
| -70% | -$680K | ﹤0.01% | 4463 |
|
|
2015
Q1 | $988K | Sell |
81,146
-4,758
| -6% | -$58K | ﹤0.01% | 3543 |
|
|
2014
Q4 | $992K | Buy |
85,904
+18,108
| +27% | +$207K | ﹤0.01% | 3516 |
|
|
2014
Q3 | $737K | Sell |
67,796
-75,237
| -53% | -$838K | ﹤0.01% | 3664 |
|
|
2014
Q2 | $1.66M | Buy |
143,033
+32,153
| +29% | +$373K | ﹤0.01% | 3125 |
|
|
2014
Q1 | $1.26M | Buy |
110,880
+89,075
| +409% | +$957K | ﹤0.01% | 3324 |
|
|
2013
Q4 | $220K | Buy |
21,805
+4,951
| +29% | +$50.1K | ﹤0.01% | 4204 |
|
|
2013
Q3 | $172K | Sell |
16,854
-4,579
| -21% | -$47.5K | ﹤0.01% | 4272 |
|
|
2013
Q2 | $235K | Buy |
+21,433
| New | +$257K | ﹤0.01% | 4062 |
|
Other funds holding PFO
SIA
CBU
AAM
1CP
PAG
NWMP
CEFA
Wells Fargo's PFO Position: Q1 2026 in Review
Wells Fargo reduced its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 8.3% in Q1 2026, selling an estimated $37K and leaving 43,080 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.
Wells Fargo first reported a position in PFO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.66M in Q2 2014. 52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.
- Wells Fargo held 43,080 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $389K as of Q1 2026.
- Wells Fargo sold 3,920 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2026, an estimated $37K.
- Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4296 holding.
- Wells Fargo first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $1.66M in Q2 2014.
- 52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.