Onyx Bridge Wealth Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Onyx Bridge Wealth 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
2026 Q2	$174K	Hold	13,167	–	–	0.02%	367
2026 Q1	$170K	Hold	13,167	–	–	0.02%	353
2025 Q4	$182K	Hold	13,167	–	–	0.02%	344
2025 Q3	$186K	Hold	13,167	–	–	0.02%	344
2025 Q2	$177K	Hold	13,167	–	–	0.02%	295
2025 Q1	$183K	Hold	13,167	–	–	0.03%	271
2024 Q4	$179K	Sell	13,167 -74	-0.6%	-$1.01K	0.03%	266
2024 Q3	$187K	Hold	13,241	–	–	0.03%	262
2024 Q2	$176K	Hold	13,241	–	–	0.03%	249
2024 Q1	$172K	Hold	13,241	–	–	0.03%	239
2023 Q4	$162K	Hold	13,241	–	–	0.03%	235
2023 Q3	$157K	Hold	13,241	–	–	0.04%	218
2023 Q2	$173K	Hold	13,241	–	–	0.04%	219
2023 Q1	$164K	Sell	13,241 -1,250	-9%	-$16.8K	0.07%	166
2022 Q4	$196K	Hold	14,491	–	–	0.08%	164
2022 Q3	$192K	Hold	14,491	–	–	0.09%	148
2022 Q2	$213K	Hold	14,491	–	–	0.09%	137
2022 Q1	$234K	Buy	14,491 +1,250	+9%	+$22.3K	0.09%	126
2021 Q4	$262K	Buy	13,241 +150	+1%	+$3.08K	0.09%	129
2021 Q3	$281K	Buy	+13,091	New	+$281K	0.11%	107

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

Onyx Bridge Wealth Group's PDO Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 13,167 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #367.

Onyx Bridge Wealth Group first reported a position in PDO in Q3 2021 and has held it in 20 quarters since. The position peaked at $281K in Q3 2021. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Onyx Bridge Wealth Group held 13,167 shares of PIMCO Dynamic Income Opportunities Fund worth $174K as of Q2 2026.
Onyx Bridge Wealth Group left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #367 holding.
Onyx Bridge Wealth Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2021 and has held it in 20 quarters since.
Onyx Bridge Wealth Group's PIMCO Dynamic Income Opportunities Fund position peaked at $281K in Q3 2021.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.