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 Q2	$1.05M	Hold	79,317	–	–	0.02%	310
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Americana Partners's PDO Position: Q2 2026 in Review

Americana Partners held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 79,317 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #310.

Americana Partners first reported a position in PDO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2024. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Americana Partners held 79,317 shares of PIMCO Dynamic Income Opportunities Fund worth $1.05M as of Q2 2026.
Americana Partners left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.02% of Americana Partners's portfolio in Q2 2026, its #310 holding.
Americana Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
Americana Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $1.3M in Q1 2024.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.