SCM
PDO

SOL Capital Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

SOL Capital Management’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
Q1 		– Sell
-1,698,816
Closed -$23.5M – 225
2025
Q4 		$23.5M Buy
1,698,816
+19,013
+1% +$264K 2.11% 7
2025
Q3 		$23.7M Buy
1,679,803
+7,174
+0.4% +$98.3K 2.13% 7
2025
Q2 		$22.5M Buy
1,672,629
+112,101
+7% +$1.5M 2.19% 6
2025
Q1 		$21.7M Buy
1,560,528
+86,722
+6% +$1.2M 2.39% 7
2024
Q4 		$20M Buy
1,473,806
+228,161
+18% +$3.12M 2.23% 6
2024
Q3 		$17.6M Buy
1,245,645
+76,420
+7% +$1.03M 1.95% 9
2024
Q2 		$15.5M Buy
1,169,225
+165,360
+16% +$2.17M 1.86% 9
2024
Q1 		$13.2M Buy
1,003,865
+136,175
+16% +$1.76M 1.66% 11
2023
Q4 		$10.6M Sell
867,690
-191,290
-18% -$2.24M 1.44% 11
2023
Q3 		$12.6M Buy
1,058,980
+116,631
+12% +$1.49M 1.95% 6
2023
Q2 		$12.3M Sell
942,349
-105,110
-10% -$1.35M 1.86% 7
2023
Q1 		$13M Buy
1,047,459
+130,350
+14% +$1.75M 2.13% 7
2022
Q4 		$11.7M Sell
917,109
-326,435
-26% -$4.5M 2.07% 7
2022
Q3 		$16.4M Buy
1,243,544
+101,901
+9% +$1.51M 3.41% 1
2022
Q2 		$15.8M Buy
1,141,643
+445,998
+64% +$6.9M 3.2% 2
2022
Q1 		$11.8M Buy
695,645
+314,170
+82% +$5.6M 2.14% 6
2021
Q4 		$7.46M Buy
381,475
+184,911
+94% +$3.8M 1.35% 15
2021
Q3 		$4.12M Buy
196,564
+124,185
+172% +$2.67M 0.82% 34
2021
Q2 		$1.68M Buy
72,379
+53,069
+275% +$1.11M 0.33% 83
2021
Q1 		$388K Buy
+19,310
New +$392K 0.08% 187

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SOL Capital Management's PDO Position: Q1 2026 in Review

SOL Capital Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2026, closing a stake of 1,698,816 shares — an estimated $23.5M sold.

SOL Capital Management first reported a position in PDO in Q1 2021 and held it in 20 quarters. The position peaked at $23.7M in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • SOL Capital Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 1,698,816 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $23.5M.
  • SOL Capital Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and held it in 20 quarters.
  • SOL Capital Management's PIMCO Dynamic Income Opportunities Fund position peaked at $23.7M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.