LIM
PDO

Leavell Investment Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Leavell Investment Management’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 		$4.85M Sell
363,117
-29,718
-8% -$390K 0.18% 137
2026
Q1 		$5.13M Buy
392,835
+7,283
+2% +$99.8K 0.21% 120
2025
Q4 		$5.38M Buy
385,552
+66,194
+21% +$921K 0.22% 112
2025
Q3 		$4.55M Buy
319,358
+20,505
+7% +$281K 0.19% 127
2025
Q2 		$4.07M Buy
298,853
+34,989
+13% +$467K 0.18% 128
2025
Q1 		$3.7M Buy
263,864
+58,981
+29% +$815K 0.18% 130
2024
Q4 		$2.81M Buy
204,883
+57,748
+39% +$790K 0.14% 151
2024
Q3 		$2.09M Buy
147,135
+33,428
+29% +$453K 0.1% 184
2024
Q2 		$1.52M Buy
113,707
+19,000
+20% +$249K 0.08% 215
2024
Q1 		$1.26M Buy
94,707
+6,250
+7% +$80.8K 0.07% 232
2023
Q4 		$1.1M Sell
88,457
-35,438
-29% -$415K 0.07% 244
2023
Q3 		$1.49M Sell
123,895
-10,975
-8% -$140K 0.1% 191
2023
Q2 		$1.78M Hold
134,870
– – 0.12% 170
2023
Q1 		$1.69M Buy
134,870
+3,325
+3% +$44.8K 0.12% 172
2022
Q4 		$1.7M Sell
131,545
-13,180
-9% -$182K 0.13% 168
2022
Q3 		$1.93M Sell
144,725
-6,859
-5% -$102K 0.15% 146
2022
Q2 		$2.12M Sell
151,584
-6,011
-4% -$93K 0.16% 139
2022
Q1 		$2.7M Sell
157,595
-5,150
-3% -$91.8K 0.19% 126
2021
Q4 		$3.2M Buy
+162,745
New +$3.34M 0.21% 121

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

Leavell Investment Management's PDO Position: Q2 2026 in Review

Leavell Investment Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 7.6% in Q2 2026, selling an estimated $390K and leaving 363,117 shares worth $4.85M. The position accounts for 0.18% of the portfolio, ranked #137.

Leavell Investment Management first reported a position in PDO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.38M in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Leavell Investment Management held 363,117 shares of PIMCO Dynamic Income Opportunities Fund worth $4.85M as of Q2 2026.
  • Leavell Investment Management sold 29,718 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $390K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.18% of Leavell Investment Management's portfolio in Q2 2026, its #137 holding.
  • Leavell Investment Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • Leavell Investment Management's PIMCO Dynamic Income Opportunities Fund position peaked at $5.38M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.