Courier Capital’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Courier Capital’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 Q3	$193K	Hold	16,269	–	–	0.01%	397
2026 Q2	$215K	Hold	16,269	–	–	0.01%	380
2026 Q1	$210K	Hold	16,269	–	–	0.01%	368
2025 Q4	$225K	Hold	16,269	–	–	0.01%	360
2025 Q3	$230K	Hold	16,269	–	–	0.01%	364
2025 Q2	$219K	Hold	16,269	–	–	0.01%	365
2025 Q1	$226K	Hold	16,269	–	–	0.01%	349
2024 Q4	$221K	Buy	+16,269	New	+$222K	0.02%	342

Other funds holding PDO

Integrity Wealth Partners Walnut Creek, California $129M AUM

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Courier Capital's PDO Position: Q3 2026 in Review

Courier Capital held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2026 at 16,269 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #397.

Courier Capital first reported a position in PDO in Q4 2024 and has held it in 8 quarters since. The position peaked at $230K in Q3 2025. 51 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Courier Capital held 16,269 shares of PIMCO Dynamic Income Opportunities Fund worth $193K as of Q3 2026.
Courier Capital left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Courier Capital's portfolio in Q3 2026, its #397 holding.
Courier Capital first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 8 quarters since.
Courier Capital's PIMCO Dynamic Income Opportunities Fund position peaked at $230K in Q3 2025.
51 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.