PWM
PDO

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
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

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management's PDO Position: Q1 2026 in Review

Perigon Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 16% in Q1 2026, selling an estimated $35K and leaving 13,677 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Perigon Wealth Management first reported a position in PDO in Q4 2022 and has held it in 14 quarters since. The position peaked at $379K in Q3 2023. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Perigon Wealth Management held 13,677 shares of PIMCO Dynamic Income Opportunities Fund worth $177K as of Q1 2026.
  • Perigon Wealth Management sold 2,551 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $35K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1232 holding.
  • Perigon Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
  • Perigon Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $379K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.