AC
PDO

AlphaCore Capital’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

AlphaCore Capital’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679K Buy
50,839
+1,006
+2% +$13.2K 0.01% 570
2026
Q1 		$651K Buy
49,833
+1,209
+2% +$16.6K 0.02% 480
2025
Q4 		$679K Buy
48,624
+14,189
+41% +$197K 0.02% 522
2025
Q3 		$491K Sell
34,435
-991
-3% -$13.6K 0.02% 456
2025
Q2 		$482K Buy
+35,426
New +$473K 0.02% 379

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

AlphaCore Capital's PDO Position: Q2 2026 in Review

AlphaCore Capital increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2% in Q2 2026, buying an estimated $13.2K and bringing the position to 50,839 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #570.

AlphaCore Capital first reported a position in PDO in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • AlphaCore Capital held 50,839 shares of PIMCO Dynamic Income Opportunities Fund worth $679K as of Q2 2026.
  • AlphaCore Capital bought 1,006 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $13.2K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #570 holding.
  • AlphaCore Capital first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's PIMCO Dynamic Income Opportunities Fund position peaked at $679K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.