HSA
PDO icon

HBK Sorce Advisory’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

HBK Sorce Advisory’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 		$651K Hold
50,000
– – 0.01% 338
2026
Q1 		$665K Buy
50,000
+29,000
+138% +$397K 0.01% 323
2025
Q4 		$296K Buy
21,000
+1,000
+5% +$13.9K 0.01% 484
2025
Q3 		$280K Buy
+20,000
New +$274K 0.01% 491

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

HBK Sorce Advisory's PDO Position: Q2 2026 in Review

HBK Sorce Advisory held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 50,000 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #338.

HBK Sorce Advisory first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $665K in Q1 2026. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • HBK Sorce Advisory held 50,000 shares of PIMCO Dynamic Income Opportunities Fund worth $651K as of Q2 2026.
  • HBK Sorce Advisory left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #338 holding.
  • HBK Sorce Advisory first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • HBK Sorce Advisory's PIMCO Dynamic Income Opportunities Fund position peaked at $665K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.