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 Q2	$49.5K	Sell	3,745 -5	-0.1%	-$66	﹤0.01%	2949
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Steward Partners Investment Advisory's PDO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 0.13% in Q2 2026, selling an estimated $66 and leaving 3,745 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Steward Partners Investment Advisory first reported a position in PDO in Q2 2022 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Steward Partners Investment Advisory held 3,745 shares of PIMCO Dynamic Income Opportunities Fund worth $49.5K as of Q2 2026.
Steward Partners Investment Advisory sold 5 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $66.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2949 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.