Shaker Financial Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Shaker Financial Services’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 Q3	$2.37M	Buy	198,795 +113,619	+133%	+$1.44M	0.78%	48
2026 Q2	$1.14M	Sell	85,176 -43,354	-34%	-$568K	0.36%	82
2026 Q1	$1.66M	Buy	+128,530	New	+$1.76M	0.58%	67
2025 Q1	–	Sell	-26,775	Closed	-$364K	–	179
2024 Q4	$364K	Buy	+26,775	New	+$366K	0.14%	141
2024 Q1	–	Sell	-316,056	Closed	-$3.88M	–	173
2023 Q4	$3.88M	Buy	316,056 +200,921	+175%	+$2.35M	1.59%	10
2023 Q3	$1.37M	Buy	115,135 +31,089	+37%	+$396K	0.64%	55
2023 Q2	$1.11M	Sell	84,046 -782	-0.9%	-$10K	0.49%	72
2023 Q1	$1.05M	Buy	84,828 +10,519	+14%	+$142K	0.46%	69
2022 Q4	$949K	Buy	74,309 +31,917	+75%	+$440K	0.44%	69
2022 Q3	$559K	Sell	42,392 -124,913	-75%	-$1.85M	0.28%	90
2022 Q2	$2.32M	Buy	167,305 +76,415	+84%	+$1.18M	1.13%	30
2022 Q1	$1.54M	Buy	+90,890	New	+$1.62M	0.58%	62

Other funds holding PDO

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Shaker Financial Services's PDO Position: Q3 2026 in Review

Shaker Financial Services increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 133% in Q3 2026, buying an estimated $1.44M and bringing the position to 198,795 shares worth $2.37M. The position accounts for 0.78% of the portfolio, ranked #48.

Shaker Financial Services first reported a position in PDO in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.88M in Q4 2023. 21 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

Shaker Financial Services held 198,795 shares of PIMCO Dynamic Income Opportunities Fund worth $2.37M as of Q3 2026.
Shaker Financial Services bought 113,619 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $1.44M.
PIMCO Dynamic Income Opportunities Fund made up 0.78% of Shaker Financial Services's portfolio in Q3 2026, its #48 holding.
Shaker Financial Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and has held it in 12 quarters since.
Shaker Financial Services's PIMCO Dynamic Income Opportunities Fund position peaked at $3.88M in Q4 2023.
21 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.