BFC Planning, Inc.’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

BFC Planning, Inc.’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	$7.37K	Sell	558 -40,015	-99%	-$525K	﹤0.01%	2517
2026 Q1	$525K	Buy	40,573 +40,300	+14,762%	+$552K	0.02%	552
2025 Q4	$3.77K	Buy	273 +8	+3%	+$111	﹤0.01%	2450
2025 Q3	$3.74K	Buy	265 +8	+3%	+$110	﹤0.01%	2288
2025 Q2	$3.47K	Buy	257 +7	+3%	+$93	﹤0.01%	2175
2025 Q1	$3.47K	Buy	+250	New	+$3.45K	﹤0.01%	2154

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

BFC Planning, Inc.'s PDO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 99% in Q2 2026, selling an estimated $525K and leaving 558 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

BFC Planning, Inc. first reported a position in PDO in Q1 2025 and has held it in 6 quarters since. The position peaked at $525K in Q1 2026. 138 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

BFC Planning, Inc. held 558 shares of PIMCO Dynamic Income Opportunities Fund worth $7.37K as of Q2 2026.
BFC Planning, Inc. sold 40,015 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $525K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2517 holding.
BFC Planning, Inc. first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
BFC Planning, Inc.'s PIMCO Dynamic Income Opportunities Fund position peaked at $525K in Q1 2026.
138 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.