Commonwealth Equity Services
PDO

Commonwealth Equity Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Commonwealth Equity Services’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 		$8.59M Sell
649,618
-6,911
-1% -$90.6K 0.01% 1037
2026
Q1 		$8.49M Buy
656,529
+6,087
+0.9% +$83.4K 0.01% 986
2025
Q4 		$9M Buy
650,442
+103
+0% +$1.43K 0.01% 945
2025
Q3 		$9.18M Sell
650,339
-25,752
-4% -$353K 0.01% 962
2025
Q2 		$9.11M Buy
676,091
+3,914
+0.6% +$52.2K 0.01% 977
2025
Q1 		$9.33M Buy
672,177
+5,879
+0.9% +$81.2K 0.01% 904
2024
Q4 		$9.05M Buy
666,298
+9,109
+1% +$125K 0.01% 877
2024
Q3 		$9.28M Buy
657,189
+53,363
+9% +$723K 0.01% 866
2024
Q2 		$8.03M Buy
603,826
+44,042
+8% +$578K 0.01% 913
2024
Q1 		$7.37M Sell
559,784
-111,729
-17% -$1.44M 0.01% 941
2023
Q4 		$8.22M Buy
671,513
+21,162
+3% +$248K 0.02% 831
2023
Q3 		$7.73M Buy
650,351
+164,071
+34% +$2.09M 0.02% 795
2023
Q2 		$6.35M Buy
486,280
+5,111
+1% +$65.5K 0.01% 908
2023
Q1 		$5.97M Buy
481,169
+77,389
+19% +$1.04M 0.01% 926
2022
Q4 		$5.16M Buy
403,780
+140,738
+54% +$1.94M 0.01% 952
2022
Q3 		$3.47M Sell
263,042
-3,345
-1% -$49.5K 0.01% 1089
2022
Q2 		$3.69M Buy
266,387
+10,641
+4% +$165K 0.01% 1058
2022
Q1 		$4.34M Buy
255,746
+15,731
+7% +$280K 0.01% 1029
2021
Q4 		$4.69M Buy
240,015
+6,118
+3% +$126K 0.01% 958
2021
Q3 		$4.91M Buy
233,897
+5,776
+3% +$124K 0.01% 882
2021
Q2 		$5.29M Buy
228,121
+85,291
+60% +$1.79M 0.01% 827
2021
Q1 		$2.87M Buy
+142,830
New +$2.9M 0.01% 1093

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

Commonwealth Equity Services's PDO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.1% in Q2 2026, selling an estimated $90.6K and leaving 649,618 shares worth $8.59M. The position accounts for 0.01% of the portfolio, ranked #1037.

Commonwealth Equity Services first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.33M in Q1 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Commonwealth Equity Services held 649,618 shares of PIMCO Dynamic Income Opportunities Fund worth $8.59M as of Q2 2026.
  • Commonwealth Equity Services sold 6,911 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $90.6K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1037 holding.
  • Commonwealth Equity Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
  • Commonwealth Equity Services's PIMCO Dynamic Income Opportunities Fund position peaked at $9.33M in Q1 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.