Private Advisor Group
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Private Advisor Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Private Advisor Group’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 		$3.42M Buy
288,655
+6,828
+2% +$86.7K 0.01% 940
2026
Q2 		$3.73M Sell
281,827
-4,400
-2% -$57.7K 0.02% 743
2026
Q1 		$3.7M Buy
286,227
+1,787
+0.6% +$24.5K 0.02% 765
2025
Q4 		$3.94M Buy
284,440
+47,259
+20% +$657K 0.02% 723
2025
Q3 		$3.35M Buy
237,181
+37,113
+19% +$509K 0.02% 784
2025
Q2 		$2.7M Buy
200,068
+29,144
+17% +$389K 0.01% 838
2025
Q1 		$2.37M Buy
170,924
+53,378
+45% +$737K 0.01% 818
2024
Q4 		$1.6M Buy
117,546
+18,486
+19% +$253K 0.01% 983
2024
Q3 		$1.4M Buy
99,060
+14,111
+17% +$191K 0.01% 1068
2024
Q2 		$1.13M Buy
84,949
+29,897
+54% +$392K 0.01% 1132
2024
Q1 		$725K Buy
55,052
+7,824
+17% +$101K 0.01% 1318
2023
Q4 		$578K Sell
47,228
-11,980
-20% -$140K ﹤0.01% 1376
2023
Q3 		$703K Buy
59,208
+1,458
+3% +$18.6K 0.01% 1225
2023
Q2 		$755K Buy
57,750
+16,513
+40% +$212K 0.01% 1186
2023
Q1 		$511K Buy
41,237
+15,388
+60% +$207K ﹤0.01% 1323
2022
Q4 		$330 Buy
25,849
+974
+4% +$13.4K ﹤0.01% 1445
2022
Q3 		$328K Buy
24,875
+8,756
+54% +$130K ﹤0.01% 1429
2022
Q2 		$223K Buy
16,119
+3,277
+26% +$50.7K ﹤0.01% 1788
2022
Q1 		$218K Sell
12,842
-4,130
-24% -$73.6K ﹤0.01% 1851
2021
Q4 		$332K Buy
+16,972
New +$349K ﹤0.01% 1666

Other funds holding PDO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
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

Private Advisor Group's PDO Position: Q3 2026 in Review

Private Advisor Group increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.4% in Q3 2026, buying an estimated $86.7K and bringing the position to 288,655 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #940.

Private Advisor Group first reported a position in PDO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.94M in Q4 2025. 87 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

  • Private Advisor Group held 288,655 shares of PIMCO Dynamic Income Opportunities Fund worth $3.42M as of Q3 2026.
  • Private Advisor Group bought 6,828 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $86.7K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of Private Advisor Group's portfolio in Q3 2026, its #940 holding.
  • Private Advisor Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2021 and has held it in 20 quarters since.
  • Private Advisor Group's PIMCO Dynamic Income Opportunities Fund position peaked at $3.94M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.