COURIER CAPITAL LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1015247
BUFFALO, NY
Position in PDO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$210,358
-$14,804 QoQ
Shares Held
16,269
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COURIER CAPITAL LLC holds $3,515,961 across 9 Asset Management names. PDO ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,995 | $1,330,978 | |
| 2 | PAXS |
PIMCO Access Income Fund
|
37,201 | $536,066 | |
| 3 | BX |
Blackstone Inc.
|
4,372 | $502,736 | |
| 4 | BKT |
Blackrock Income Trust, Inc.
|
24,654 | $260,592 | |
| 5 | PDO |
PIMCO Dynamic Income Opportunities Fund
This page
|
16,269 | $210,358 | |
| 6 | BLK |
BlackRock, Inc.
|
218 | $209,652 | |
| 7 | RAND |
Rand Capital Corp
|
15,382 | $180,738 | |
| 8 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
16,000 | $175,680 |
All Filings in PDO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,358 | 16,269 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $225,162 | 16,269 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,718 | 16,269 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $219,306 | 16,269 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $225,813 | 16,269 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $221,095 | 16,269 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||