SIC
PDO

Samalin Investment Counsel’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Samalin Investment Counsel’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 		$655K Sell
49,512
-16,048
-24% -$210K 0.2% 124
2026
Q1 		$848K Sell
65,560
-7,673
-10% -$105K 0.3% 86
2025
Q4 		$1.01M Sell
73,233
-2,995
-4% -$41.7K 0.36% 69
2025
Q3 		$1.08M Buy
76,228
+3,120
+4% +$42.8K 0.37% 68
2025
Q2 		$985K Buy
73,108
+1,584
+2% +$21.1K 0.38% 67
2025
Q1 		$993K Buy
71,524
+2,302
+3% +$31.8K 0.4% 63
2024
Q4 		$941K Buy
69,222
+3,878
+6% +$53K 0.4% 63
2024
Q3 		$923K Buy
65,344
+5,319
+9% +$72K 0.4% 61
2024
Q2 		$798K Buy
60,025
+646
+1% +$8.48K 0.37% 71
2024
Q1 		$782K Buy
59,379
+1,759
+3% +$22.7K 0.37% 72
2023
Q4 		$705K Buy
57,620
+18,096
+46% +$212K 0.36% 81
2023
Q3 		$470K Buy
39,524
+11,350
+40% +$145K 0.27% 112
2023
Q2 		$368K Buy
28,174
+8,536
+43% +$109K 0.2% 143
2023
Q1 		$244K Buy
19,638
+5,840
+42% +$78.6K 0.15% 196
2022
Q4 		$176K Buy
13,798
+2,810
+26% +$38.7K 0.11% 230
2022
Q3 		$145K Buy
+10,988
New +$163K 0.11% 206

Other funds holding PDO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Samalin Investment Counsel's PDO Position: Q2 2026 in Review

Samalin Investment Counsel reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 24% in Q2 2026, selling an estimated $210K and leaving 49,512 shares worth $655K. The position accounts for 0.2% of the portfolio, ranked #124.

Samalin Investment Counsel first reported a position in PDO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q3 2025. 55 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Samalin Investment Counsel held 49,512 shares of PIMCO Dynamic Income Opportunities Fund worth $655K as of Q2 2026.
  • Samalin Investment Counsel sold 16,048 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $210K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.2% of Samalin Investment Counsel's portfolio in Q2 2026, its #124 holding.
  • Samalin Investment Counsel first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Samalin Investment Counsel's PIMCO Dynamic Income Opportunities Fund position peaked at $1.08M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.