LBC
PDO

Leigh Baldwin & Co’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-12,280
Closed -$173K – 192
2025
Q3 		$173K Buy
+12,280
New +$168K 0.1% 194
2025
Q2 		– Sell
-12,507
Closed -$174K – 190
2025
Q1 		$174K Buy
+12,507
New +$173K 0.14% 164

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Leigh Baldwin & Co's PDO Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 12,280 shares — an estimated $173K sold.

Leigh Baldwin & Co first reported a position in PDO in Q1 2025 and held it in 2 quarters. The position peaked at $174K in Q1 2025. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 12,280 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $173K.
  • Leigh Baldwin & Co first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Leigh Baldwin & Co's PIMCO Dynamic Income Opportunities Fund position peaked at $174K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.