Pathstone Holdings’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Pathstone Holdings’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	$197K	Buy	+16,592	New	+$211K	﹤0.01%	2295

Other funds holding PDO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pathstone Holdings's PDO Position: Q3 2026 in Review

Pathstone Holdings opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026: 16,592 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings.

126 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Pathstone Holdings held 16,592 shares of PIMCO Dynamic Income Opportunities Fund worth $197K as of Q3 2026.
PIMCO Dynamic Income Opportunities Fund was a new Pathstone Holdings position in Q3 2026.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2295 holding.
126 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.