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 Q2	$8.64M	Sell	653,870 -3,693	-0.6%	-$48.4K	﹤0.01%	2288
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Raymond James Financial's PDO Position: Q2 2026 in Review

Raymond James Financial reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.56% in Q2 2026, selling an estimated $48.4K and leaving 653,870 shares worth $8.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Raymond James Financial first reported a position in PDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.77M in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Raymond James Financial held 653,870 shares of PIMCO Dynamic Income Opportunities Fund worth $8.64M as of Q2 2026.
Raymond James Financial sold 3,693 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $48.4K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2288 holding.
Raymond James Financial first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.