WBC
PFO

West Branch Capital’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

West Branch Capital’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 		$22.2K Buy
2,402
+34
+1% +$313 0.01% 178
2026
Q1 		$21.4K Buy
2,368
+33
+1% +$311 0.01% 174
2025
Q4 		$22.1K Buy
2,335
+35
+2% +$335 0.01% 186
2025
Q3 		$22.4K Buy
2,300
+29
+1% +$272 0.01% 197
2025
Q2 		$21K Buy
2,271
+30
+1% +$268 0.01% 207
2025
Q1 		$20.7K Buy
2,241
+28
+1% +$257 0.01% 221
2024
Q4 		$19.9K Buy
2,213
+34
+2% +$314 0.01% 222
2024
Q3 		$20.5K Buy
2,179
+27
+1% +$239 0.01% 224
2024
Q2 		$18.2K Buy
2,152
+28
+1% +$232 0.01% 228
2024
Q1 		$17.9K Buy
2,124
+26
+1% +$215 0.01% 232
2023
Q4 		$16.7K Buy
2,098
+1,025
+96% +$7.7K 0.01% 240
2023
Q3 		$7.99K Buy
1,073
+18
+2% +$139 ﹤0.01% 293
2023
Q2 		$8.45K Buy
1,055
+19
+2% +$149 ﹤0.01% 300
2023
Q1 		$8.55K Buy
1,036
+18
+2% +$161 ﹤0.01% 301
2022
Q4 		$8.76K Buy
1,018
+12
+1% +$106 0.01% 296
2022
Q3 		$9K Hold
1,006
– – 0.01% 293
2022
Q2 		$10K Hold
1,006
– – 0.01% 279
2022
Q1 		$12K Hold
1,006
– – 0.01% 283
2021
Q4 		$13K Hold
1,006
– – 0.01% 304
2021
Q3 		$13K Hold
1,006
– – 0.01% 287
2021
Q2 		$13K Buy
+1,006
New +$13.4K 0.01% 302

Other funds holding PFO

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

West Branch Capital's PFO Position: Q2 2026 in Review

West Branch Capital increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1.4% in Q2 2026, buying an estimated $313 and bringing the position to 2,402 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #178.

West Branch Capital first reported a position in PFO in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.4K in Q3 2025. 5 funds tracked by Wall St. Rank hold PFO as of Q2 2026.

  • West Branch Capital held 2,402 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $22.2K as of Q2 2026.
  • West Branch Capital bought 34 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2026, an estimated $313.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #178 holding.
  • West Branch Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $22.4K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.