Gridiron Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Gridiron Partners’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	$931K	Buy	78,459 +63,459	+423%	+$805K	0.47%	22
2026 Q2	$198K	Sell	15,000 -11,433	-43%	-$150K	0.1%	41
2026 Q1	$342K	Sell	26,433 -3,537	-12%	-$48.5K	0.21%	36
2025 Q4	$415K	Sell	29,970 -97,754	-77%	-$1.36M	0.24%	38
2025 Q3	$423K	Buy	127,724 +97,754	+326%	+$1.34M	0.24%	37
2025 Q2	$404K	Hold	29,970	–	–	0.25%	40
2025 Q1	$416K	Hold	29,970	–	–	0.27%	41
2024 Q4	$407K	Hold	29,970	–	–	0.26%	43
2024 Q3	$423K	Hold	29,970	–	–	0.26%	42
2024 Q2	$398K	Sell	29,970 -1,160	-4%	-$15.2K	0.25%	42
2024 Q1	$410K	Sell	31,130 -19,955	-39%	-$258K	0.26%	41
2023 Q4	$625K	Buy	+51,085	New	+$598K	0.44%	44

Other funds holding PDO

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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 33.52% 1-Year Est. Return

TCM

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

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gridiron Partners's PDO Position: Q3 2026 in Review

Gridiron Partners increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 423% in Q3 2026, buying an estimated $805K and bringing the position to 78,459 shares worth $931K. The position accounts for 0.47% of the portfolio, ranked #22.

Gridiron Partners first reported a position in PDO in Q4 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Gridiron Partners held 78,459 shares of PIMCO Dynamic Income Opportunities Fund worth $931K as of Q3 2026.
Gridiron Partners bought 63,459 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $805K.
PIMCO Dynamic Income Opportunities Fund made up 0.47% of Gridiron Partners's portfolio in Q3 2026, its #22 holding.
Gridiron Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.