BC
PDO

Burney Company’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Burney Company’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 		$140K Hold
10,600
– – ﹤0.01% 601
2026
Q1 		$137K Hold
10,600
– – ﹤0.01% 574
2025
Q4 		$147K Buy
+10,600
New +$147K ﹤0.01% 600

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

Burney Company's PDO Position: Q2 2026 in Review

Burney Company held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 10,600 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Burney Company 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. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Burney Company held 10,600 shares of PIMCO Dynamic Income Opportunities Fund worth $140K as of Q2 2026.
  • Burney Company left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Burney Company's portfolio in Q2 2026, its #601 holding.
  • Burney Company first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Burney Company's PIMCO Dynamic Income Opportunities Fund position peaked at $147K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.