West Branch Capital LLC
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1738723
AMHERST, MA
Position in PFO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$21,406
-$659 QoQ
Shares Held
2,368
+1.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026West Branch Capital LLC holds $843,821 across 20 Asset Management names. PFO ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
614 | $590,489 | |
| 2 | AMP |
Ameriprise Financial Inc
|
105 | $46,662 | |
| 3 | UTG |
Reaves Utility Income Fund
|
853 | $33,505 | |
| 4 | MMT |
Aberdeen Multi-Market Income Fund
|
5,000 | $23,100 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
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|
2,368 | $21,406 | |
| 6 | BHK |
Blackrock Core Bond Trust
|
2,261 | $20,710 | |
| 7 | EVV |
Eaton Vance Ltd Duration Income Fund
|
2,128 | $20,109 | |
| 8 | TYG |
Tortoise Energy Infrastructure Corp
|
306 | $15,254 |
All Filings in PFO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,406 | 2,368 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,065 | 2,335 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $22,425 | 2,300 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,006 | 2,271 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $20,662 | 2,241 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,939 | 2,213 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,504 | 2,179 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $18,227 | 2,152 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $17,926 | 2,124 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $16,700 | 2,098 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,983 | 1,073 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,450 | 1,055 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,547 | 1,036 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,754 | 1,018 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,621 | 1,006 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,577 | 1,006 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,569 | 1,006 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,826 | 1,006 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $12,896 | 1,006 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,430 | 1,006 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||