McAlister Sweet & Associates’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

McAlister Sweet & Associates’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	$133K	Buy	+10,031	New	+$132K	0.07%	41

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

McAlister Sweet & Associates's PDO Position: Q2 2026 in Review

McAlister Sweet & Associates opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026: 10,031 shares worth $133K. The stake represents 0.07% of the portfolio and ranks #41 among its holdings.

136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

McAlister Sweet & Associates held 10,031 shares of PIMCO Dynamic Income Opportunities Fund worth $133K as of Q2 2026.
PIMCO Dynamic Income Opportunities Fund was a new McAlister Sweet & Associates position in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.07% of McAlister Sweet & Associates's portfolio in Q2 2026, its #41 holding.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.