Triumph Capital Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Triumph Capital Management’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	$1.28M	Buy	96,752 +7,118	+8%	+$93.3K	0.23%	101
2026 Q1	$1.17M	Buy	89,634 +8,439	+10%	+$116K	0.24%	98
2025 Q4	$1.12M	Buy	81,195 +190	+0.2%	+$2.64K	0.24%	91
2025 Q3	$1.14M	Buy	81,005 +22,515	+38%	+$309K	0.31%	76
2025 Q2	$788K	Buy	58,490 +21,403	+58%	+$286K	0.24%	101
2025 Q1	$515K	Buy	37,087 +7,758	+26%	+$107K	0.17%	153
2024 Q4	$399K	Sell	29,329 -11,912	-29%	-$163K	0.14%	183
2024 Q3	$588K	Buy	+41,241	New	+$559K	0.21%	124

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

Triumph Capital Management's PDO Position: Q2 2026 in Review

Triumph Capital Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 7.9% in Q2 2026, buying an estimated $93.3K and bringing the position to 96,752 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #101.

Triumph Capital Management first reported a position in PDO in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Triumph Capital Management held 96,752 shares of PIMCO Dynamic Income Opportunities Fund worth $1.28M as of Q2 2026.
Triumph Capital Management bought 7,118 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $93.3K.
PIMCO Dynamic Income Opportunities Fund made up 0.23% of Triumph Capital Management's portfolio in Q2 2026, its #101 holding.
Triumph Capital Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.