PI
PDO

PFG Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

PFG Investments’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 		$394K Sell
29,782
-354
-1% -$4.64K 0.02% 796
2026
Q1 		$390K Sell
30,136
-227
-0.7% -$3.11K 0.02% 716
2025
Q4 		$420K Buy
30,363
+1,551
+5% +$21.6K 0.02% 638
2025
Q3 		$407K Buy
28,812
+994
+4% +$13.6K 0.02% 633
2025
Q2 		$375K Sell
27,818
-2,042
-7% -$27.2K 0.02% 629
2025
Q1 		$414K Sell
29,860
-2,413
-7% -$33.3K 0.03% 569
2024
Q4 		$439K Buy
32,273
+908
+3% +$12.4K 0.03% 547
2024
Q3 		$443K Sell
31,365
-739
-2% -$10K 0.03% 540
2024
Q2 		$427K Sell
32,104
-185,005
-85% -$2.43M 0.03% 510
2024
Q1 		$2.86M Buy
+217,109
New +$2.81M 0.17% 123
2023
Q4 		– Sell
-60,934
Closed -$724K – 531
2023
Q3 		$724K Buy
60,934
+1,195
+2% +$15.2K 0.14% 164
2023
Q2 		$780K Buy
59,739
+3,459
+6% +$44.3K 0.14% 159
2023
Q1 		$698K Buy
+56,280
New +$757K 0.14% 160

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

PFG Investments's PDO Position: Q2 2026 in Review

PFG Investments reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.2% in Q2 2026, selling an estimated $4.64K and leaving 29,782 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #796.

PFG Investments first reported a position in PDO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.86M in Q1 2024. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • PFG Investments held 29,782 shares of PIMCO Dynamic Income Opportunities Fund worth $394K as of Q2 2026.
  • PFG Investments sold 354 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $4.64K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #796 holding.
  • PFG Investments first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
  • PFG Investments's PIMCO Dynamic Income Opportunities Fund position peaked at $2.86M in Q1 2024.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.