Anchor Capital Management Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Anchor Capital Management Group’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	$1.12M	Sell	84,500 -50,000	-37%	-$656K	0.77%	11
2026 Q1	$1.74M	Hold	134,500	–	–	1.21%	8
2025 Q4	$1.9M	Hold	134,500	–	–	0.96%	8
2025 Q3	$1.9M	Hold	134,500	–	–	0.96%	8
2025 Q2	$1.81M	Hold	134,500	–	–	0.84%	9
2025 Q1	$1.87M	Hold	134,500	–	–	0.86%	9
2024 Q4	$1.83M	Buy	+134,500	New	+$1.84M	0.66%	9

Other funds holding PDO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Anchor Capital Management Group's PDO Position: Q2 2026 in Review

Anchor Capital Management Group reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 37% in Q2 2026, selling an estimated $656K and leaving 84,500 shares worth $1.12M. The position accounts for 0.77% of the portfolio, ranked #11.

Anchor Capital Management Group first reported a position in PDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2025. 69 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Anchor Capital Management Group held 84,500 shares of PIMCO Dynamic Income Opportunities Fund worth $1.12M as of Q2 2026.
Anchor Capital Management Group sold 50,000 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $656K.
PIMCO Dynamic Income Opportunities Fund made up 0.77% of Anchor Capital Management Group's portfolio in Q2 2026, its #11 holding.
Anchor Capital Management Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Anchor Capital Management Group's PIMCO Dynamic Income Opportunities Fund position peaked at $1.9M in Q4 2025.
69 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.