LPL Financial
PDO

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

LPL Financial’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 		$4.93M Buy
373,292
+7,561
+2% +$99.1K ﹤0.01% 2814
2026
Q1 		$4.73M Buy
365,731
+59,229
+19% +$812K ﹤0.01% 2665
2025
Q4 		$4.24M Buy
306,502
+30,762
+11% +$428K ﹤0.01% 2676
2025
Q3 		$3.89M Buy
275,740
+61,003
+28% +$836K ﹤0.01% 2703
2025
Q2 		$2.89M Sell
214,737
-26,113
-11% -$348K ﹤0.01% 2784
2025
Q1 		$3.34M Buy
240,850
+27,510
+13% +$380K ﹤0.01% 2473
2024
Q4 		$2.9M Buy
213,340
+4,859
+2% +$66.4K ﹤0.01% 2516
2024
Q3 		$2.94M Buy
208,481
+36,967
+22% +$501K ﹤0.01% 2384
2024
Q2 		$2.28M Sell
171,514
-86,157
-33% -$1.13M ﹤0.01% 2492
2024
Q1 		$3.39M Buy
257,671
+98,376
+62% +$1.27M ﹤0.01% 2089
2023
Q4 		$1.95M Buy
159,295
+35,116
+28% +$411K ﹤0.01% 2430
2023
Q3 		$1.48M Buy
124,179
+21,628
+21% +$276K ﹤0.01% 2573
2023
Q2 		$1.34M Buy
102,551
+26,550
+35% +$340K ﹤0.01% 2615
2023
Q1 		$942K Buy
76,001
+21,226
+39% +$286K ﹤0.01% 2805
2022
Q4 		$699K Buy
54,775
+8,071
+17% +$111K ﹤0.01% 2948
2022
Q3 		$616K Buy
46,704
+11,270
+32% +$167K ﹤0.01% 2953
2022
Q2 		$491K Buy
35,434
+678
+2% +$10.5K ﹤0.01% 3223
2022
Q1 		$591K Sell
34,756
-2,429
-7% -$43.3K ﹤0.01% 3059
2021
Q4 		$727K Buy
37,185
+10,689
+40% +$220K ﹤0.01% 2950
2021
Q3 		$556K Buy
26,496
+12,277
+86% +$264K ﹤0.01% 3120
2021
Q2 		$330K Buy
+14,219
New +$298K ﹤0.01% 3516

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

LPL Financial's PDO Position: Q2 2026 in Review

LPL Financial increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.1% in Q2 2026, buying an estimated $99.1K and bringing the position to 373,292 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

LPL Financial first reported a position in PDO in Q2 2021 and has held it in 21 quarters since. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • LPL Financial held 373,292 shares of PIMCO Dynamic Income Opportunities Fund worth $4.93M as of Q2 2026.
  • LPL Financial bought 7,561 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $99.1K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2814 holding.
  • LPL Financial first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and has held it in 21 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.