Perigon Wealth Management
PDO icon

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

Perigon Wealth Management’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 		$165K Sell
13,930
-74
-0.5% -$939 ﹤0.01% 1409
2026
Q2 		$185K Buy
14,004
+327
+2% +$4.29K ﹤0.01% 1373
2026
Q1 		$177K Sell
13,677
-2,551
-16% -$35K ﹤0.01% 1232
2025
Q4 		$225K Buy
16,228
+173
+1% +$2.41K ﹤0.01% 1177
2025
Q3 		$227K Sell
16,055
-16
-0.1% -$219 ﹤0.01% 1085
2025
Q2 		$217K Sell
16,071
-1,369
-8% -$18.3K 0.01% 979
2025
Q1 		$242K Buy
17,440
+111
+0.6% +$1.53K 0.01% 891
2024
Q4 		$233K Buy
17,329
+5,770
+50% +$78.9K 0.01% 908
2024
Q3 		$163K Buy
11,559
+680
+6% +$9.21K ﹤0.01% 955
2024
Q2 		$145K Buy
10,879
+284
+3% +$3.73K ﹤0.01% 831
2024
Q1 		$140K Sell
10,595
-19,786
-65% -$256K ﹤0.01% 823
2023
Q4 		$372K Sell
30,381
-1,501
-5% -$17.6K 0.01% 592
2023
Q3 		$379K Buy
31,882
+3,403
+12% +$43.4K 0.02% 518
2023
Q2 		$372K Buy
28,479
+1,412
+5% +$18.1K 0.01% 535
2023
Q1 		$336K Sell
27,067
-1,070
-4% -$14.4K 0.02% 507
2022
Q4 		$359K Buy
+28,137
New +$388K 0.02% 477

Other funds holding PDO

Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Perigon Wealth Management's PDO Position: Q3 2026 in Review

Perigon Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.53% in Q3 2026, selling an estimated $939 and leaving 13,930 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Perigon Wealth Management first reported a position in PDO in Q4 2022 and has held it in 16 quarters since. The position peaked at $379K in Q3 2023. 44 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Perigon Wealth Management held 13,930 shares of PIMCO Dynamic Income Opportunities Fund worth $165K as of Q3 2026.
  • Perigon Wealth Management sold 74 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $939.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1409 holding.
  • Perigon Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $379K in Q3 2023.
  • 44 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.