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 Q3	$21K	Buy	2,438 +36	+1%	+$325	﹤0.01%	199
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mustico Financial Group Elmira, New York $156M AUM 12.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

West Branch Capital's PFO Position: Q3 2026 in Review

West Branch Capital increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 1.5% in Q3 2026, buying an estimated $325 and bringing the position to 2,438 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

West Branch Capital first reported a position in PFO in Q2 2021 and has held it in 22 quarters since. The position peaked at $22.4K in Q3 2025. 31 funds tracked by Wall St. Rank hold PFO as of Q3 2026.

West Branch Capital held 2,438 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $21K as of Q3 2026.
West Branch Capital bought 36 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2026, an estimated $325.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of West Branch Capital's portfolio in Q3 2026, its #199 holding.
West Branch Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2021 and has held it in 22 quarters since.
West Branch Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $22.4K in Q3 2025.
31 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.