Security key
33848E106
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (PFO)
CUSIP: 33848E106
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,344,908
- Total 13F value
- $41,061,022
- Share change
- +308,161
- SEC-reported price per share
- $9.45
- Number of holders
- 45
- Value change
- +$2,855,989
- Number of buys
- 17
- Number of sells
- 22
- Shares outstanding
- 13,024,961
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2025
Institutions
45
Top holders
10
PFO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 33848E106
Recent filing periods:
Ownership snapshot
Top reported holders of PFO - Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G
13F
Lead comparable stake: 10%
13D/G row: SIT INVESTMENT ASSOCIATES INC
Showing 1-6 of 15 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC leads the comparable SEC ownership view at 10%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
SIT INVESTMENT ASSOCIATES INC
10%
CIBC Private Wealth Group LLC
4.5%
Pathstone Holdings, LLC
2.4%
1607 Capital Partners, LLC
1.5%
Private Advisor Group, LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
10%
|
$12,554,760
1,328,546 shares
|
+$6,229,572 | 31 Dec 2025 |
| CIBC Private Wealth Group LLC |
13F
Company
|
4.5%
|
$5,737,982
588,511 shares
|
— | 30 Sep 2025 |
| Pathstone Holdings, LLC |
13F
Company
|
2.4%
|
$3,072,868
315,166 shares
|
— | 30 Sep 2025 |
| 1607 Capital Partners, LLC |
13F
Company
|
1.5%
|
$1,936,447
198,610 shares
|
— | 30 Sep 2025 |
| Private Advisor Group, LLC |
13F
Company
|
1.5%
|
$1,863,742
191,153 shares
|
— | 30 Sep 2025 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
1.1%
|
$1,429,238
146,589 shares
|
— | 30 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
45
Shares
4,344,908
Rows available
45
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
45
Q4 2025 holders
45
Holder diff
0
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend