FMP
PDO

Financial Management Professionals’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Financial Management Professionals’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 		$27.2K Buy
2,038
+58
+3% +$761 ﹤0.01% 384
2026
Q1 		$25.9K Buy
1,980
+54
+3% +$740 ﹤0.01% 345
2025
Q4 		$26.9K Buy
1,926
+51
+3% +$709 ﹤0.01% 340
2025
Q3 		$26.7K Buy
1,875
+52
+3% +$713 ﹤0.01% 338
2025
Q2 		$24.8K Buy
1,823
+50
+3% +$667 ﹤0.01% 377
2025
Q1 		$24.6K Buy
1,773
+49
+3% +$677 ﹤0.01% 384
2024
Q4 		$23.4K Buy
1,724
+47
+3% +$643 ﹤0.01% 380
2024
Q3 		$24K Buy
1,677
+46
+3% +$623 ﹤0.01% 388
2024
Q2 		$22K Buy
1,631
+47
+3% +$617 ﹤0.01% 369
2024
Q1 		$21K Buy
+1,584
New +$20.5K ﹤0.01% 410

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

Financial Management Professionals's PDO Position: Q2 2026 in Review

Financial Management Professionals increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.9% in Q2 2026, buying an estimated $761 and bringing the position to 2,038 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Financial Management Professionals first reported a position in PDO in Q1 2024 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Financial Management Professionals held 2,038 shares of PIMCO Dynamic Income Opportunities Fund worth $27.2K as of Q2 2026.
  • Financial Management Professionals bought 58 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $761.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #384 holding.
  • Financial Management Professionals first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.