Goldstone Financial Group, LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 2040021
OAKBROOK TERRACE, IL
Position in PDO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$829,449
-$5,958 QoQ
Shares Held
62,742
-2.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#46
of 138 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Goldstone Financial Group, LLC holds $1,617,271 across 2 Asset Management names. PDO ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDO |
PIMCO Dynamic Income Opportunities Fund
This page
|
62,742 | $829,449 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
47,175 | $787,822 |
All Filings in PDO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,449 | 62,742 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $835,407 | 64,610 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $923,612 | 66,735 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $938,824 | 66,489 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $868,947 | 64,462 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $901,769 | 64,969 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,152,826 | 84,829 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,068,869 | 75,699 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $994,397 | 74,823 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $490,635 | 37,254 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $352,609 | 28,808 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $349,604 | 29,428 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $264,948 | 20,287 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||