P
PDO

&Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

&Partners’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 		$996K Sell
73,472
-59,300
-45% -$778K ﹤0.01% 1417
2026
Q1 		$1.72M Sell
132,772
-56,812
-30% -$779K 0.01% 985
2025
Q4 		$2.62M Sell
189,584
-30,416
-14% -$423K 0.01% 732
2025
Q3 		$3.11M Buy
+220,000
New +$3.02M 0.02% 582

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

&Partners's PDO Position: Q2 2026 in Review

&Partners reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 45% in Q2 2026, selling an estimated $778K and leaving 73,472 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

&Partners first reported a position in PDO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.11M in Q3 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • &Partners held 73,472 shares of PIMCO Dynamic Income Opportunities Fund worth $996K as of Q2 2026.
  • &Partners sold 59,300 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $778K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1417 holding.
  • &Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • &Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $3.11M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.