NFSG
PDO

Newbridge Financial Services Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Newbridge Financial Services Group’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
-1,000
Closed -$14.1K – 1375
2025
Q3 		$14.1K Hold
1,000
– – ﹤0.01% 825
2025
Q2 		$13.5K Buy
+1,000
New +$13.3K ﹤0.01% 817

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

Newbridge Financial Services Group's PDO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 1,000 shares — an estimated $14.1K sold.

Newbridge Financial Services Group first reported a position in PDO in Q2 2025 and held it in 2 quarters. The position peaked at $14.1K in Q3 2025. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $14.1K.
  • Newbridge Financial Services Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's PIMCO Dynamic Income Opportunities Fund position peaked at $14.1K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.