Raymond James Financial
PDO

Raymond James Financial’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Raymond James Financial’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 		$8.5M Sell
657,563
-48,446
-7% -$664K ﹤0.01% 2152
2025
Q4 		$9.77M Buy
706,009
+81,431
+13% +$1.13M ﹤0.01% 1987
2025
Q3 		$8.82M Buy
624,578
+122,032
+24% +$1.67M ﹤0.01% 2023
2025
Q2 		$6.77M Buy
502,546
+31,767
+7% +$424K ﹤0.01% 2164
2025
Q1 		$6.53M Buy
470,779
+135,762
+41% +$1.88M ﹤0.01% 2139
2024
Q4 		$4.55M Buy
+335,017
New +$4.58M ﹤0.01% 2384

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's PDO Position: Q1 2026 in Review

Raymond James Financial reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 6.9% in Q1 2026, selling an estimated $664K and leaving 657,563 shares worth $8.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Raymond James Financial first reported a position in PDO in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.77M in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Raymond James Financial held 657,563 shares of PIMCO Dynamic Income Opportunities Fund worth $8.5M as of Q1 2026.
  • Raymond James Financial sold 48,446 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $664K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2152 holding.
  • Raymond James Financial first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's PIMCO Dynamic Income Opportunities Fund position peaked at $9.77M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.