BI
PDO

Bramshill Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Bramshill Investments’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 		$697K Buy
52,693
+577
+1% +$7.57K 0.05% 109
2026
Q1 		$674K Sell
52,116
-332
-0.6% -$4.55K 0.06% 109
2025
Q4 		$726K Buy
52,448
+337
+0.6% +$4.69K 0.04% 86
2025
Q3 		$736K Sell
52,111
-1,236
-2% -$16.9K 0.05% 97
2025
Q2 		$719K Sell
53,347
-389
-0.7% -$5.19K 0.08% 95
2025
Q1 		$746K Buy
53,736
+70
+0.1% +$967 0.08% 81
2024
Q4 		$729K Sell
53,666
-3,263
-6% -$44.6K 0.11% 77
2024
Q3 		$804K Sell
56,929
-54,759
-49% -$742K 0.09% 66
2024
Q2 		$1.48M Sell
111,688
-3,400
-3% -$44.6K 0.16% 30
2024
Q1 		$1.52M Buy
115,088
+46,733
+68% +$604K 0.18% 29
2023
Q4 		$837K Buy
+68,355
New +$800K 0.08% 96

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Bramshill Investments's PDO Position: Q2 2026 in Review

Bramshill Investments increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.1% in Q2 2026, buying an estimated $7.57K and bringing the position to 52,693 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #109.

Bramshill Investments first reported a position in PDO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2024. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Bramshill Investments held 52,693 shares of PIMCO Dynamic Income Opportunities Fund worth $697K as of Q2 2026.
  • Bramshill Investments bought 577 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $7.57K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.05% of Bramshill Investments's portfolio in Q2 2026, its #109 holding.
  • Bramshill Investments first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • Bramshill Investments's PIMCO Dynamic Income Opportunities Fund position peaked at $1.52M in Q1 2024.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.