IFG
PDO

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

Independent 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 		$1.66M Buy
125,668
+1,511
+1% +$19.8K 0.03% 505
2026
Q1 		$1.61M Sell
124,157
-1,407
-1% -$19.3K 0.04% 464
2025
Q4 		$1.74M Buy
125,564
+1,062
+0.9% +$14.8K 0.04% 432
2025
Q3 		$1.76M Sell
124,502
-1,767
-1% -$24.2K 0.04% 423
2025
Q2 		$1.7M Sell
126,269
-155
-0.1% -$2.07K 0.05% 386
2025
Q1 		$1.75M Buy
126,424
+9,119
+8% +$126K 0.06% 313
2024
Q4 		$1.59M Sell
117,305
-1,308
-1% -$17.9K 0.05% 347
2024
Q3 		$1.67M Buy
118,613
+17,883
+18% +$242K 0.06% 311
2024
Q2 		$1.34M Buy
100,730
+16,632
+20% +$218K 0.05% 326
2024
Q1 		$1.11M Buy
84,098
+14,839
+21% +$192K 0.05% 347
2023
Q4 		$848K Buy
69,259
+21,173
+44% +$248K 0.05% 408
2023
Q3 		$571K Buy
48,086
+28,861
+150% +$368K 0.04% 453
2023
Q2 		$251K Sell
19,225
-525
-3% -$6.73K 0.02% 729
2023
Q1 		$245K Buy
19,750
+1,000
+5% +$13.5K 0.02% 699
2022
Q4 		$239K Buy
+18,750
New +$258K 0.02% 653

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

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

Independent Financial Group increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 125,668 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #505.

Independent Financial Group first reported a position in PDO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Independent Financial Group held 125,668 shares of PIMCO Dynamic Income Opportunities Fund worth $1.66M as of Q2 2026.
  • Independent Financial Group bought 1,511 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $19.8K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #505 holding.
  • Independent Financial Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • Independent Financial Group's PIMCO Dynamic Income Opportunities Fund position peaked at $1.76M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.