Stifel Financial
PDO

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

Stifel Financial’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 		$570K Sell
43,080
-734
-2% -$9.62K ﹤0.01% 2900
2026
Q1 		$567K Sell
43,814
-548
-1% -$7.51K ﹤0.01% 2803
2025
Q4 		$614K Buy
44,362
+766
+2% +$10.7K ﹤0.01% 2743
2025
Q3 		$616K Sell
43,596
-985
-2% -$13.5K ﹤0.01% 2687
2025
Q2 		$601K Sell
44,581
-69,332
-61% -$925K ﹤0.01% 2659
2025
Q1 		$1.58M Sell
113,913
-1,727
-1% -$23.9K ﹤0.01% 1926
2024
Q4 		$1.57M Buy
115,640
+5,531
+5% +$75.6K ﹤0.01% 1945
2024
Q3 		$1.55M Buy
110,109
+1,610
+1% +$21.8K ﹤0.01% 1938
2024
Q2 		$1.44M Sell
108,499
-6,220
-5% -$81.7K ﹤0.01% 1948
2024
Q1 		$1.51M Buy
114,719
+14,697
+15% +$190K ﹤0.01% 1926
2023
Q4 		$1.22M Sell
100,022
-49,407
-33% -$578K ﹤0.01% 2007
2023
Q3 		$1.78M Sell
149,429
-9,563
-6% -$122K ﹤0.01% 1677
2023
Q2 		$2.08M Buy
158,992
+7,618
+5% +$97.6K ﹤0.01% 1600
2023
Q1 		$1.88M Sell
151,374
-32,219
-18% -$434K ﹤0.01% 1604
2022
Q4 		$2.34M Sell
183,593
-37,204
-17% -$513K ﹤0.01% 1404
2022
Q3 		$2.91M Buy
220,797
+21,837
+11% +$323K ﹤0.01% 1227
2022
Q2 		$2.76M Buy
+198,960
New +$3.08M ﹤0.01% 1287
2022
Q1 		– Sell
-33,323
Closed -$652K – 3464
2021
Q4 		$652K Buy
33,323
+1,303
+4% +$26.8K ﹤0.01% 2434
2021
Q3 		$672K Buy
32,020
+11,629
+57% +$250K ﹤0.01% 2397
2021
Q2 		$473K Sell
20,391
-3,149
-13% -$66K ﹤0.01% 2616
2021
Q1 		$472K Buy
+23,540
New +$478K ﹤0.01% 2532

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Stifel Financial's PDO Position: Q2 2026 in Review

Stifel Financial reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 1.7% in Q2 2026, selling an estimated $9.62K and leaving 43,080 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Stifel Financial first reported a position in PDO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.91M in Q3 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Stifel Financial held 43,080 shares of PIMCO Dynamic Income Opportunities Fund worth $570K as of Q2 2026.
  • Stifel Financial sold 734 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $9.62K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2900 holding.
  • Stifel Financial first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
  • Stifel Financial's PIMCO Dynamic Income Opportunities Fund position peaked at $2.91M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.