SS
PDO

Sunbelt Securities’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sunbelt Securities’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 		$38.8K Sell
3,000
-31,584
-91% -$433K ﹤0.01% 1090
2025
Q4 		$479K Sell
34,584
-8,439
-20% -$117K 0.03% 412
2025
Q3 		$607K Buy
43,023
+7,516
+21% +$103K 0.04% 339
2025
Q2 		$483K Sell
35,507
-4,620
-12% -$61.6K 0.04% 361
2025
Q1 		$557K Buy
40,127
+4,620
+13% +$63.8K 0.05% 297
2024
Q4 		$480K Sell
35,507
-2,419
-6% -$33.1K 0.04% 361
2024
Q3 		$536K Buy
37,926
+11,900
+46% +$161K 0.05% 338
2024
Q2 		$346K Sell
26,026
-18,416
-41% -$242K 0.04% 417
2024
Q1 		$585K Buy
44,442
+5,446
+14% +$70.4K 0.07% 291
2023
Q4 		$477K Sell
38,996
-158
-0.4% -$1.85K 0.06% 319
2023
Q3 		$465K Sell
39,154
-600
-2% -$7.65K 0.06% 297
2023
Q2 		$519K Hold
39,754
– – 0.07% 275
2023
Q1 		$495K Buy
+39,754
New +$535K 0.08% 257

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

Sunbelt Securities's PDO Position: Q1 2026 in Review

Sunbelt Securities reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 91% in Q1 2026, selling an estimated $433K and leaving 3,000 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Sunbelt Securities first reported a position in PDO in Q1 2023 and has held it in 13 quarters since. The position peaked at $607K in Q3 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

  • Sunbelt Securities held 3,000 shares of PIMCO Dynamic Income Opportunities Fund worth $38.8K as of Q1 2026.
  • Sunbelt Securities sold 31,584 PIMCO Dynamic Income Opportunities Fund shares in Q1 2026, an estimated $433K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1090 holding.
  • Sunbelt Securities first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's PIMCO Dynamic Income Opportunities Fund position peaked at $607K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.