Riverbridge Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Riverbridge Partners’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
2025 Q1	–	Sell	-26,580	Closed	-$361K	–	186
2024 Q4	$361K	Buy	26,580 +897	+3%	+$12.3K	﹤0.01%	158
2024 Q3	$363K	Sell	25,683 -24,895	-49%	-$337K	﹤0.01%	148
2024 Q2	$672K	Sell	50,578 -1,891	-4%	-$24.8K	0.01%	137
2024 Q1	$691K	Buy	52,469 +2,467	+5%	+$31.9K	0.01%	127
2023 Q4	$612K	Buy	50,002 +228	+0.5%	+$2.67K	0.01%	139
2023 Q3	$591K	Sell	49,774 -4,783	-9%	-$61K	0.01%	139
2023 Q2	$713K	Sell	54,557 -4,170	-7%	-$53.4K	0.01%	128
2023 Q1	$728K	Buy	58,727 +1,651	+3%	+$22.2K	0.01%	131
2022 Q4	$729K	Buy	57,076 +2,286	+4%	+$31.5K	0.01%	137
2022 Q3	$723K	Buy	54,790 +1,524	+3%	+$22.6K	0.01%	132
2022 Q2	$738K	Buy	+53,266	New	+$824K	0.01%	133

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

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Riverbridge Partners's PDO Position: Q1 2025 in Review

Riverbridge Partners sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2025, closing a stake of 26,580 shares — an estimated $361K sold.

Riverbridge Partners first reported a position in PDO in Q2 2022 and held it in 11 quarters. The position peaked at $738K in Q2 2022. 117 funds tracked by Wall St. Rank hold PDO as of Q1 2025.

Riverbridge Partners reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Riverbridge Partners sold 26,580 PIMCO Dynamic Income Opportunities Fund shares in Q1 2025, an estimated $361K.
Riverbridge Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and held it in 11 quarters.
Riverbridge Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $738K in Q2 2022.
117 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2025.

Based on Riverbridge Partners's 13F filing for Q1 2025, filed 21 Apr 2025.