First Foundation Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

First Foundation 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	$330K	Hold	24,928	–	–	0.01%	293
2026 Q1	$322K	Hold	24,928	–	–	0.01%	287
2025 Q4	$345K	Hold	24,928	–	–	0.01%	264
2025 Q3	$352K	Hold	24,928	–	–	0.01%	261
2025 Q2	$336K	Sell	24,928 -4,651	-16%	-$62.1K	0.01%	278
2025 Q1	$411K	Hold	29,579	–	–	0.02%	243
2024 Q4	$402K	Hold	29,579	–	–	0.02%	250
2024 Q3	$418K	Sell	29,579 -6,583	-18%	-$89.2K	0.02%	248
2024 Q2	$481K	Sell	36,162 -17,262	-32%	-$227K	0.02%	227
2024 Q1	$704K	Sell	53,424 -17,366	-25%	-$225K	0.03%	198
2023 Q4	$866K	Buy	70,790 +43,735	+162%	+$512K	0.04%	181
2023 Q3	$321K	Hold	27,055	–	–	0.02%	315
2023 Q2	$353K	Sell	27,055 -35,000	-56%	-$448K	0.02%	286
2023 Q1	$769K	Sell	62,055 -85,317	-58%	-$1.15M	0.04%	190
2022 Q4	$1.88M	Buy	147,372 +1	+0%	+$14	0.09%	127
2022 Q3	$1.94M	Buy	147,371 +2,898	+2%	+$42.9K	0.1%	120
2022 Q2	$2M	Buy	144,473 +6,583	+5%	+$102K	0.09%	120
2022 Q1	$2.34M	Buy	137,890 +15,000	+12%	+$267K	0.08%	122
2021 Q4	$2.4M	Hold	122,890	–	–	0.08%	121
2021 Q3	$2.58M	Sell	122,890 -28	-0%	-$602	0.1%	111
2021 Q2	$2.85M	Buy	122,918 +3,098	+3%	+$65K	0.11%	113
2021 Q1	$2.4M	Buy	+119,820	New	+$2.44M	0.1%	116

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

First Foundation Advisors's PDO Position: Q2 2026 in Review

First Foundation Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 24,928 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #293.

First Foundation Advisors first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.85M in Q2 2021. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

First Foundation Advisors held 24,928 shares of PIMCO Dynamic Income Opportunities Fund worth $330K as of Q2 2026.
First Foundation Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #293 holding.
First Foundation Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
First Foundation Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $2.85M in Q2 2021.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.