Smith Asset Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Buy
167,505
+2,303
+1% +$27.6K 1.59% 25
2026
Q1
$1.99M Buy
165,202
+2,821
+2% +$35.9K 1.71% 24
2025
Q4
$2.09M Buy
162,381
+2,055
+1% +$27.7K 1.73% 25
2025
Q3
$2.32M Sell
160,326
-24,582
-13% -$346K 1.97% 22
2025
Q2
$2.57M Buy
184,908
+17,745
+11% +$242K 2.22% 18
2025
Q1
$2.42M Buy
167,163
+3,175
+2% +$46.2K 2.28% 17
2024
Q4
$2.36M Buy
+163,988
New +$2.39M 2.3% 16

Other funds holding PTY

Smith Asset Management's PTY Position: Q2 2026 in Review

Smith Asset Management increased its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 1.4% in Q2 2026, buying an estimated $27.6K and bringing the position to 167,505 shares worth $2.02M. The position accounts for 1.59% of the portfolio, ranked #25.

Smith Asset Management first reported a position in PTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q2 2025. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

  • Smith Asset Management held 167,505 shares of PIMCO Corporate & Income Opportunity Fund worth $2.02M as of Q2 2026.
  • Smith Asset Management bought 2,303 PIMCO Corporate & Income Opportunity Fund shares in Q2 2026, an estimated $27.6K.
  • PIMCO Corporate & Income Opportunity Fund made up 1.59% of Smith Asset Management's portfolio in Q2 2026, its #25 holding.
  • Smith Asset Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
  • Smith Asset Management's PIMCO Corporate & Income Opportunity Fund position peaked at $2.57M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.