Harbour Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Harbour Investments’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	$7.26K	Sell	549 -984	-64%	-$12.9K	﹤0.01%	3516
2026 Q1	$19.8K	Sell	1,533 -4,601	-75%	-$63.1K	﹤0.01%	2900
2025 Q4	$84.9K	Buy	6,134 +524	+9%	+$7.29K	﹤0.01%	1723
2025 Q3	$79.2K	Hold	5,610	–	–	﹤0.01%	1677
2025 Q2	$75.6K	Hold	5,610	–	–	﹤0.01%	1627
2025 Q1	$77.9K	Hold	5,610	–	–	﹤0.01%	1562
2024 Q4	$76.2K	Hold	5,610	–	–	﹤0.01%	1498
2024 Q3	$79.2K	Hold	5,610	–	–	﹤0.01%	1444
2024 Q2	$74.6K	Hold	5,610	–	–	﹤0.01%	1370
2024 Q1	$73.9K	Hold	5,610	–	–	﹤0.01%	1343
2023 Q4	$68.7K	Hold	5,610	–	–	﹤0.01%	1299
2023 Q3	$66.6K	Buy	5,610 +4,610	+461%	+$58.8K	﹤0.01%	1218
2023 Q2	$13.1K	Hold	1,000	–	–	﹤0.01%	1924
2023 Q1	$12.4K	Hold	1,000	–	–	﹤0.01%	1924
2022 Q4	$12.8K	Buy	+1,000	New	+$13.8K	﹤0.01%	1853

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

Harbour Investments's PDO Position: Q2 2026 in Review

Harbour Investments reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 64% in Q2 2026, selling an estimated $12.9K and leaving 549 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.

Harbour Investments first reported a position in PDO in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.9K in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Harbour Investments held 549 shares of PIMCO Dynamic Income Opportunities Fund worth $7.26K as of Q2 2026.
Harbour Investments sold 984 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $12.9K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3516 holding.
Harbour Investments first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Harbour Investments's PIMCO Dynamic Income Opportunities Fund position peaked at $84.9K in Q4 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.