Steward Partners Investment Advisory’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Steward Partners Investment Advisory’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	$48.5K	Buy	3,750 +2,350	+168%	+$32.2K	﹤0.01%	2799
2025 Q4	$19.4K	Sell	1,400 -1,690	-55%	-$23.5K	﹤0.01%	3156
2025 Q3	$43.6K	Buy	3,090 +600	+24%	+$8.22K	﹤0.01%	2677
2025 Q2	$33.6K	Hold	2,490	–	–	﹤0.01%	2673
2025 Q1	$34.6K	Buy	+2,490	New	+$34.4K	﹤0.01%	2563
2023 Q2	–	Sell	-1,500	Closed	-$18.6K	–	3370
2023 Q1	$18.6K	Hold	1,500	–	–	﹤0.01%	2275
2022 Q4	$19.2K	Hold	1,500	–	–	﹤0.01%	2248
2022 Q3	$20K	Hold	1,500	–	–	﹤0.01%	2227
2022 Q2	$21K	Buy	+1,500	New	+$23.2K	﹤0.01%	2207

Other funds holding PDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's PDO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 168% in Q1 2026, buying an estimated $32.2K and bringing the position to 3,750 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Steward Partners Investment Advisory first reported a position in PDO in Q2 2022 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

Steward Partners Investment Advisory held 3,750 shares of PIMCO Dynamic Income Opportunities Fund worth $48.5K as of Q1 2026.
Steward Partners Investment Advisory bought 2,350 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $32.2K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2799 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and has held it in 9 quarters since.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.