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Flaherty & Crumrine Pref. Incme Opp shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Incme Opp (PFO) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Flaherty & Crumrine Pref. Incme Opp

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All positions including Flaherty & Crumrine Pref. Incme Opp held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Incme Opp by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 3.3k 9.45
2025-09-30 $32k 3.3k 9.75
2022-06-30 $32k 3.4k 9.29

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Top funds holding Flaherty & Crumrine Pref. Incme Opp

Sit Investment Associates
Atlantic Trust
Pathstone Holdings
Advisors Asset Management
1607 Capital Partners
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Fiera Capital Corporation
Noble Wealth Management PBC
D.A. Davidson & Co.
Mustico Financial Group
TrueMark Investments
Rivernorth Capital Management
Cambridge Investment Research Advisors
Napa Wealth Management
SRS Capital Advisors

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