Goldstone Financial Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Goldstone Financial Group’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	$829K	Sell	62,742 -1,868	-3%	-$24.5K	0.08%	139
2026 Q1	$835K	Sell	64,610 -2,125	-3%	-$29.1K	0.09%	131
2025 Q4	$924K	Buy	66,735 +246	+0.4%	+$3.42K	0.1%	118
2025 Q3	$939K	Buy	66,489 +2,027	+3%	+$27.8K	0.11%	115
2025 Q2	$870K	Sell	64,462 -507	-0.8%	-$6.76K	0.11%	110
2025 Q1	$902K	Sell	64,969 -19,860	-23%	-$274K	0.14%	95
2024 Q4	$1.15M	Buy	84,829 +9,130	+12%	+$125K	0.18%	84
2024 Q3	$1.07M	Buy	75,699 +876	+1%	+$11.9K	0.19%	86
2024 Q2	$994K	Buy	74,823 +37,569	+101%	+$493K	0.2%	81
2024 Q1	$491K	Buy	37,254 +8,446	+29%	+$109K	0.11%	104
2023 Q4	$353K	Sell	28,808 -620	-2%	-$7.25K	0.09%	112
2023 Q3	$350K	Buy	29,428 +9,141	+45%	+$117K	0.1%	109
2023 Q2	$265K	Buy	+20,287	New	+$260K	0.08%	138

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

Goldstone Financial Group's PDO Position: Q2 2026 in Review

Goldstone Financial Group reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.9% in Q2 2026, selling an estimated $24.5K and leaving 62,742 shares worth $829K. The position accounts for 0.08% of the portfolio, ranked #139.

Goldstone Financial Group first reported a position in PDO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2024. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Goldstone Financial Group held 62,742 shares of PIMCO Dynamic Income Opportunities Fund worth $829K as of Q2 2026.
Goldstone Financial Group sold 1,868 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $24.5K.
PIMCO Dynamic Income Opportunities Fund made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #139 holding.
Goldstone Financial Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's PIMCO Dynamic Income Opportunities Fund position peaked at $1.15M in Q4 2024.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.