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Blue Trust Inc’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-25
Closed -$353 – 2674
2025
Q3 		$353 Buy
+25
New +$343 ﹤0.01% 2462
2023
Q2 		– Sell
-360
Closed -$5K – 2399
2023
Q1 		$5K Hold
360
– – ﹤0.01% 1797
2022
Q4 		$5K Buy
+360
New +$4.96K ﹤0.01% 1741

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Trust Inc's PDO Position: Q4 2025 in Review

Blue Trust Inc sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 25 shares — an estimated $353 sold.

Blue Trust Inc first reported a position in PDO in Q4 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2023. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Blue Trust Inc reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 25 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $353.
  • Blue Trust Inc first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and held it in 3 quarters.
  • Blue Trust Inc's PIMCO Dynamic Income Opportunities Fund position peaked at $5K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.