RP
PDO

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return