AP
PDO

Americana Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Americana Partners’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
Q1 		$1.03M Hold
79,317
– – 0.03% 277
2025
Q4 		$1.1M Hold
79,317
– – 0.03% 268
2025
Q3 		$1.12M Hold
79,317
– – 0.03% 248
2025
Q2 		$1.07M Hold
79,317
– – 0.04% 244
2025
Q1 		$1.1M Hold
79,317
– – 0.04% 212
2024
Q4 		$1.08M Sell
79,317
-5,797
-7% -$79.3K 0.04% 216
2024
Q3 		$1.2M Hold
85,114
– – 0.08% 180
2024
Q2 		$1.13M Sell
85,114
-13,854
-14% -$182K 0.09% 169
2024
Q1 		$1.3M Buy
98,968
+434
+0.4% +$5.61K 0.11% 162
2023
Q4 		$1.2M Buy
98,534
+903
+0.9% +$10.6K 0.11% 149
2023
Q3 		$1.15M Buy
97,631
+44,588
+84% +$568K 0.12% 142
2023
Q2 		$693K Buy
53,043
+27,578
+108% +$353K 0.09% 168
2023
Q1 		$316K Buy
+25,465
New +$343K 0.05% 215

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return