WT
PDO

Whittier Trust’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-142
Closed -$2.01K – 1409
2025
Q3 		$2.01K Hold
142
– – ﹤0.01% 1294
2025
Q2 		$1.91K Buy
+142
New +$1.9K ﹤0.01% 1415
2024
Q2 		– Sell
-12,000
Closed -$158K – 1574
2024
Q1 		$158K Buy
+12,000
New +$155K ﹤0.01% 696

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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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

Whittier Trust's PDO Position: Q4 2025 in Review

Whittier Trust sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2025, closing a stake of 142 shares — an estimated $2.01K sold.

Whittier Trust first reported a position in PDO in Q1 2024 and held it in 3 quarters. The position peaked at $158K in Q1 2024. 128 funds tracked by Wall St. Rank hold PDO as of Q4 2025.

  • Whittier Trust reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 142 PIMCO Dynamic Income Opportunities Fund shares in Q4 2025, an estimated $2.01K.
  • Whittier Trust first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Whittier Trust's PIMCO Dynamic Income Opportunities Fund position peaked at $158K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.