CIBC Private Wealth Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

CIBC Private Wealth 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
2025 Q4	$31.8K	Hold	2,300	–	–	﹤0.01%	1974
2025 Q3	$32.5K	Hold	2,300	–	–	﹤0.01%	1977
2025 Q2	$31K	Sell	2,300 -2,001	-47%	-$26.7K	﹤0.01%	1854
2025 Q1	$53.2K	Buy	4,301 +2,001	+87%	+$27.6K	﹤0.01%	1609
2024 Q4	$31.8K	Hold	2,300	–	–	﹤0.01%	1870
2024 Q3	$32.5K	Hold	2,300	–	–	﹤0.01%	1939
2024 Q2	$30.8K	Hold	2,300	–	–	﹤0.01%	1863
2024 Q1	$30.4K	Buy	+2,300	New	+$29.7K	﹤0.01%	1874

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC Private Wealth Group's PDO Position: Q4 2025 in Review

CIBC Private Wealth Group held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q4 2025 at 2,300 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

CIBC Private Wealth Group first reported a position in PDO in Q1 2024 and has held it in 8 quarters since. The position peaked at $53.2K in Q1 2025. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

CIBC Private Wealth Group held 2,300 shares of PIMCO Dynamic Income Opportunities Fund worth $31.8K as of Q4 2025.
CIBC Private Wealth Group left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q4 2025.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1974 holding.
CIBC Private Wealth Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's PIMCO Dynamic Income Opportunities Fund position peaked at $53.2K in Q1 2025.
128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.