Jones Financial Companies
PDO

Jones Financial Companies’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Jones Financial Companies’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
2025
Q1 		– Sell
-964
Closed -$13.1K – 3822
2024
Q4 		$13.1K Buy
+964
New +$13.2K ﹤0.01% 2417

Other funds holding PDO

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies's PDO Position: Q1 2025 in Review

Jones Financial Companies sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 964 shares — an estimated $13.1K sold.

Jones Financial Companies first reported a position in PDO in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 116 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

  • Jones Financial Companies reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 964 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $13.1K.
  • Jones Financial Companies first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's PIMCO Dynamic Income Opportunities Fund position peaked at $13.1K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.