LBC
PDO

Lowe Brockenbrough & Co’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Lowe Brockenbrough & 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
2026
Q2 		– Sell
-12,050
Closed -$156K – 348
2026
Q1 		$156K Sell
12,050
-8,950
-43% -$123K 0.01% 280
2025
Q4 		$291K Sell
21,000
-3,400
-14% -$47.3K 0.01% 255
2025
Q3 		$345K Buy
+24,400
New +$334K 0.02% 242

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

Lowe Brockenbrough & Co's PDO Position: Q2 2026 in Review

Lowe Brockenbrough & Co sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 12,050 shares — an estimated $156K sold.

Lowe Brockenbrough & Co first reported a position in PDO in Q3 2025 and held it in 3 quarters. The position peaked at $345K in Q3 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Lowe Brockenbrough & Co reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 12,050 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $156K.
  • Lowe Brockenbrough & Co first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and held it in 3 quarters.
  • Lowe Brockenbrough & Co's PIMCO Dynamic Income Opportunities Fund position peaked at $345K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.