NFC
PDO

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

Northstar Financial Companies’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
Q1 		– Sell
-12,851
Closed -$175K – 109
2024
Q4 		$175K Buy
+12,851
New +$176K 0.17% 103

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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northstar Financial Companies's PDO Position: Q1 2025 in Review

Northstar Financial Companies sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 12,851 shares — an estimated $175K sold.

Northstar Financial Companies first reported a position in PDO in Q4 2024 and held it in 1 quarter. The position peaked at $175K in Q4 2024. 116 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

  • Northstar Financial Companies reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 12,851 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $175K.
  • Northstar Financial Companies first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Northstar Financial Companies's PIMCO Dynamic Income Opportunities Fund position peaked at $175K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Northstar Financial Companies's 13F filing for Q1 2025, filed 14 May 2025.