Wells Fargo
PDO

Wells Fargo’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Wells Fargo’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 		$29.6M Sell
2,242,251
-132,136
-6% -$1.73M ﹤0.01% 1352
2026
Q1 		$30.7M Sell
2,374,387
-26,978
-1% -$370K 0.01% 1235
2025
Q4 		$33.2M Sell
2,401,365
-49,704
-2% -$691K 0.01% 1168
2025
Q3 		$34.6M Sell
2,451,069
-145,973
-6% -$2M 0.01% 1127
2025
Q2 		$35M Sell
2,597,042
-71,393
-3% -$953K 0.01% 1048
2025
Q1 		$37M Buy
2,668,435
+202,671
+8% +$2.8M 0.01% 957
2024
Q4 		$33.5M Buy
2,465,764
+221,259
+10% +$3.03M 0.01% 1020
2024
Q3 		$31.7M Buy
2,244,505
+97,733
+5% +$1.32M 0.01% 1019
2024
Q2 		$28.5M Buy
2,146,772
+138,645
+7% +$1.82M 0.01% 1029
2024
Q1 		$26.4M Buy
2,008,127
+248,492
+14% +$3.21M 0.01% 1058
2023
Q4 		$21.5M Buy
1,759,635
+102,646
+6% +$1.2M 0.01% 1139
2023
Q3 		$19.7M Buy
1,656,989
+96,838
+6% +$1.23M 0.01% 1102
2023
Q2 		$20.4M Buy
1,560,151
+471,555
+43% +$6.04M 0.01% 1114
2023
Q1 		$13.5M Buy
1,088,596
+927,026
+574% +$12.5M ﹤0.01% 1373
2022
Q4 		$2.06M Buy
161,570
+41,742
+35% +$575K ﹤0.01% 2758
2022
Q3 		$1.58M Buy
119,828
+111,763
+1,386% +$1.65M ﹤0.01% 2908
2022
Q2 		$112K Buy
8,065
+3,990
+98% +$61.7K ﹤0.01% 4580
2022
Q1 		$69K Sell
4,075
-3,931
-49% -$70.1K ﹤0.01% 5503
2021
Q4 		$157K Buy
8,006
+1,006
+14% +$20.7K ﹤0.01% 5399
2021
Q3 		$147K Hold
7,000
– – ﹤0.01% 5224
2021
Q2 		$162K Buy
7,000
+5,000
+250% +$105K ﹤0.01% 5120
2021
Q1 		$40K Buy
+2,000
New +$40.6K ﹤0.01% 5917

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo's PDO Position: Q2 2026 in Review

Wells Fargo reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 5.6% in Q2 2026, selling an estimated $1.73M and leaving 2,242,251 shares worth $29.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Wells Fargo first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $37M in Q1 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • Wells Fargo held 2,242,251 shares of PIMCO Dynamic Income Opportunities Fund worth $29.6M as of Q2 2026.
  • Wells Fargo sold 132,136 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $1.73M.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1352 holding.
  • Wells Fargo first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
  • Wells Fargo's PIMCO Dynamic Income Opportunities Fund position peaked at $37M in Q1 2025.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.