NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1141802
MILWAUKEE, WI
Position in PFO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,844
-$44,741 QoQ
Shares Held
204
-96.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $280,191,253 across 254 Asset Management names. PFO ranks #239 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
3,411,824 | $56,670,396 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
2,717,641 | $32,774,750 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
799,576 | $28,336,973 | |
| 4 | BLK |
BlackRock, Inc.
|
27,707 | $26,646,098 | |
| 5 | BX |
Blackstone Inc.
|
132,177 | $15,199,033 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
273,113 | $13,032,952 | |
| 7 | KKR |
KKR & Co. Inc.
|
75,247 | $6,960,347 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
398,817 | $6,823,758 |
All Filings in PFO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,844 | 204 | Shares | Defined | 2026-05-07 | |
| 2024-06-30 | $46,585 | 5,500 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $20,043 | 2,518 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,733 | 2,518 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,936 | 2,489 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,560 | 2,977 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,648 | 2,401 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $20,190 | 2,356 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,991 | 2,310 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $134,941 | 11,734 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $149,098 | 11,694 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $149,429 | 11,656 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $155,153 | 11,622 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $137,851 | 10,475 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $124,246 | 9,470 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $112,693 | 9,470 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $105,401 | 9,470 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $93,753 | 9,470 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||