BFA
PDO

Beacon Financial Advisory’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Beacon Financial Advisory’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 		$142K Buy
10,746
+107
+1% +$1.4K 0.03% 415
2026
Q1 		$138K Buy
10,639
+46
+0.4% +$630 0.03% 398
2025
Q4 		$147K Buy
+10,593
New +$147K 0.03% 366

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Advisory's PDO Position: Q2 2026 in Review

Beacon Financial Advisory increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1% in Q2 2026, buying an estimated $1.4K and bringing the position to 10,746 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #415.

Beacon Financial Advisory first reported a position in PDO in Q4 2025 and has held it in 3 quarters since. The position peaked at $147K in Q4 2025. 69 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Beacon Financial Advisory held 10,746 shares of PIMCO Dynamic Income Opportunities Fund worth $142K as of Q2 2026.
  • Beacon Financial Advisory bought 107 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.4K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.03% of Beacon Financial Advisory's portfolio in Q2 2026, its #415 holding.
  • Beacon Financial Advisory first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's PIMCO Dynamic Income Opportunities Fund position peaked at $147K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.