Flaherty & Crumrine P&I OppPFO
13F holders, Q1 2026 (March 31)52holders +7
10new positions
3sold out
$9.04avg. 13F price*
At the end of Q1 2026, 52 institutions reported holding Flaherty & Crumrine P&I Opp (PFO) in their 13F filings, up 7 from Q4 2025. 10 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($13.7M), CIBC Bancorp USA Inc. ($5.3M) and Advisors Asset Management, Inc. ($3.2M).
- Company
- Flaherty & Crumrine P&I Opp
- CUSIP
- 33848E106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $773K |
| Exits | 3 | $264K |
All 13F filers, Q4 2025 → Q1 2026: 391,821 shares bought and 327,393 shares sold, net +64,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Sit Investment Associates Inc. | 0.28% | Add +14.4% | 1,520,306 | $13.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 588,511 | $5.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +13.2% | 350,620 | $3.2M |
| 1607 Capital Partners, LLC | 0.21% | Add +22.2% | 321,580 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -20.3% | 270,782 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.0% | 186,341 | $1.7M |
| Fiera Capital Corp | 0.00% | Reduce -3.5% | 125,260 | $1.1M |
| Noble Wealth Management PBC | 0.45% | Add +2.2% | 97,449 | $881K |
| Morgan Stanley | 0.00% | Add +4.8% | 94,830 | $857K |
| Closed-End Fund Advisors, Inc. | 0.87% | Reduce -1.6% | 94,733 | $856K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.2% | 85,315 | $771K |
| Mustico Financial Group, Inc. | 0.53% | Add +0.1% | 81,412 | $754K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.6% | 67,311 | $608K |
| LPL Financial LLC | 0.00% | Add +6.8% | 43,504 | $393K |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 43,080 | $389K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 42,504 | $384K |
| Sowell Financial Services LLC | 0.01% | No change | 39,073 | $353K |
| Smith Asset Management Co., LLC | 0.25% | New | 31,818 | $288K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 29,500 | $267K |
| Guggenheim Capital LLC | 0.00% | Add +4.4% | 25,611 | $232K |
| Independent Advisor Alliance | 0.00% | New | 22,140 | $200K |
| TrueMark Investments, LLC | 0.04% | Reduce -70.2% | 21,043 | $190K |
| Rivernorth Capital Management, LLC | 0.01% | Reduce -81.2% | 21,043 | $190K |
| Catalina Capital Group, LLC | 0.10% | No change | 18,823 | $170K |
| Invesco Ltd. | 0.00% | Reduce -55.7% | 18,471 | $167K |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 14,564 | $132K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.1% | 13,849 | $125K |
| AlphaCore Capital LLC | 0.00% | Reduce -3.7% | 12,900 | $117K |
| Jag Capital Management, LLC | 0.01% | No change | 12,700 | $115K |
| Mosaic Family Wealth Partners, LLC | 0.01% | No change | 11,824 | $107K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 11,718 | $106K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 11,220 | $101K |
| Clear Creek Financial Management, LLC | 0.01% | New | 11,045 | $100K |
| Logan Stone Capital, LLC | 0.03% | New | 10,504 | $95K |
| Basepoint Wealth LLC | 0.05% | Reduce -22.7% | 9,937 | $90K |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 9,188 | $83K |
| UBS Group AG | 0.00% | Reduce -8.3% | 6,200 | $56K |
| Mather Group, Llc. | 0.00% | New | 5,887 | $53K |
| Arax Advisory Partners | 0.00% | Reduce -91.3% | 4,275 | $39K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +11.3% | 3,724 | $34K |
| Paladin Partners, LLC | 0.02% | No change | 3,271 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 3,000 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.7% | 3,000 | $27K |
| Allworth Financial LP | 0.00% | New | 2,510 | $23K |
| West Branch Capital LLC | 0.01% | Add +1.4% | 2,368 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,300 | $12K |
| Royal Bank of Canada | 0.00% | Reduce -50.4% | 1,082 | $10K |
| Rossby Financial, LCC | 0.00% | New | 700 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -40.3% | 597 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 400 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 310 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 204 | $2K |
"% of holder's portfolio" is PFO's weight in each manager's 13F, not the share of Flaherty & Crumrine P&I Opp the manager owns.