Accredited Investors Inc.
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1518364
EDINA, MN
Position in PDO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$330,500
New position
Shares Held
25,000
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Accredited Investors Inc. holds $4,811,001 across 12 Asset Management names. PDO ranks #9 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
45,532 | $760,384 | |
| 2 | KBDC |
Kayne Anderson BDC, Inc.
|
50,898 | $688,649 | |
| 3 | IVZ |
Invesco Ltd.
|
4,548 | $422,873 | |
| 4 | ARCC |
Ares Capital Corp
|
21,000 | $389,130 | |
| 5 | STT |
State Street Corp
|
7,204 | $386,206 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
20,024 | $381,857 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
23,000 | $362,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
15,000 | $355,650 |
All Filings in PDO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,500 | 25,000 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||