Concurrent Investment Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Concurrent Investment Advisors’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	$1.32M	Buy	99,525 +1,750	+2%	+$22.9K	0.01%	881
2026 Q1	$1.26M	Buy	97,775 +5,050	+5%	+$69.2K	0.01%	787
2025 Q4	$1.28M	Buy	92,725 +4,050	+5%	+$56.3K	0.01%	726
2025 Q3	$1.25M	Buy	88,675 +7,783	+10%	+$107K	0.02%	592
2025 Q2	$1.09M	Buy	80,892 +8,842	+12%	+$118K	0.02%	573
2025 Q1	$1M	Buy	+72,050	New	+$995K	0.02%	548

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Concurrent Investment Advisors's PDO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 99,525 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #881.

Concurrent Investment Advisors first reported a position in PDO in Q1 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Concurrent Investment Advisors held 99,525 shares of PIMCO Dynamic Income Opportunities Fund worth $1.32M as of Q2 2026.
Concurrent Investment Advisors bought 1,750 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $22.9K.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #881 holding.
Concurrent Investment Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.