TF
PDO

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

Tompkins 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
2024
Q2 		– Sell
-1,025
Closed -$13.5K – 630
2024
Q1 		$13.5K Hold
1,025
– – ﹤0.01% 476
2023
Q4 		$12.5K Hold
1,025
– – ﹤0.01% 474
2023
Q3 		$12.2K Hold
1,025
– – ﹤0.01% 452
2023
Q2 		$13.4K Hold
1,025
– – ﹤0.01% 452
2023
Q1 		$12.7K Hold
1,025
– – ﹤0.01% 466
2022
Q4 		$13K Hold
1,025
– – ﹤0.01% 457
2022
Q3 		$14K Hold
1,025
– – ﹤0.01% 447
2022
Q2 		$14K Hold
1,025
– – ﹤0.01% 439
2022
Q1 		$17K Buy
+1,025
New +$18.3K ﹤0.01% 444

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return