Noble Wealth Management PBC’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Noble Wealth Management PBC’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 Q3	$178K	Buy	14,991 +4,012	+37%	+$50.9K	0.08%	168
2026 Q2	$145K	Buy	10,979 +1,048	+11%	+$13.7K	0.07%	184
2026 Q1	$128K	Buy	9,931 +1,648	+20%	+$22.6K	0.06%	176
2025 Q4	$115K	Buy	8,283 +1,769	+27%	+$24.6K	0.06%	181
2025 Q3	$92K	Buy	+6,514	New	+$89.3K	0.05%	188
2025 Q1	$73.7K	Buy	5,309 +1,509	+40%	+$20.8K	0.05%	182
2024 Q4	$51.6K	Buy	+3,800	New	+$52K	0.04%	195

Other funds holding PDO

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Noble Wealth Management PBC's PDO Position: Q3 2026 in Review

Noble Wealth Management PBC increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 37% in Q3 2026, buying an estimated $50.9K and bringing the position to 14,991 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #168.

Noble Wealth Management PBC first reported a position in PDO in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Noble Wealth Management PBC held 14,991 shares of PIMCO Dynamic Income Opportunities Fund worth $178K as of Q3 2026.
Noble Wealth Management PBC bought 4,012 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $50.9K.
PIMCO Dynamic Income Opportunities Fund made up 0.08% of Noble Wealth Management PBC's portfolio in Q3 2026, its #168 holding.
Noble Wealth Management PBC first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.