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

Larson 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 Q1	$25K	Hold	1,932	–	–	﹤0.01%	1718
2025 Q4	$26.7K	Hold	1,932	–	–	﹤0.01%	1552
2025 Q3	$27.3K	Sell	1,932 -102	-5%	-$1.4K	﹤0.01%	1467
2025 Q2	$27.4K	Buy	2,034 +103	+5%	+$1.37K	﹤0.01%	1340
2025 Q1	$26.8K	Hold	1,931	–	–	﹤0.01%	1250
2024 Q4	$26.2K	Buy	1,931 +300	+18%	+$4.1K	﹤0.01%	1116
2024 Q3	$23K	Hold	1,631	–	–	﹤0.01%	1149
2024 Q2	$21.7K	Hold	1,631	–	–	﹤0.01%	1025
2024 Q1	$21.5K	Buy	1,631 +31	+2%	+$401	﹤0.01%	875
2023 Q4	$19.6K	Buy	1,600 +600	+60%	+$7.02K	﹤0.01%	858
2023 Q3	$11.9K	Hold	1,000	–	–	﹤0.01%	950
2023 Q2	$13.1K	Buy	+1,000	New	+$12.8K	﹤0.01%	856

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's PDO Position: Q1 2026 in Review

Larson Financial Group held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q1 2026 at 1,932 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Larson Financial Group first reported a position in PDO in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.4K in Q2 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

Larson Financial Group held 1,932 shares of PIMCO Dynamic Income Opportunities Fund worth $25K as of Q1 2026.
Larson Financial Group left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q1 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1718 holding.
Larson Financial Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2023 and has held it in 12 quarters since.
Larson Financial Group's PIMCO Dynamic Income Opportunities Fund position peaked at $27.4K in Q2 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.