CALDWELL SUTTER CAPITAL, INC.
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 702007
SAUSALITO, CA
Position in PDO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,177
+$13,911 QoQ
Shares Held
1,375
+316.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 137 holders
Holding Since
Mar 2026
2 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $9,520,490 across 42 Asset Management names. PDO ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
141,106 | $1,951,495 | |
| 2 | CET |
Central Securities Corp
|
28,121 | $1,474,946 | |
| 3 | MCI |
Barings Corporate Investors
|
83,984 | $1,474,759 | |
| 4 | CSWC |
Capital Southwest Corp
|
36,618 | $870,409 | |
| 5 | MPV |
Barings Participation Investors
|
43,755 | $736,834 | |
| 6 | STT |
State Street Corp
|
3,750 | $636,000 | |
| 7 | VCTR |
Victory Capital Holdings, Inc.
|
4,878 | $410,044 | |
| 8 | BGH |
Barings Global Short Duration High Yield Fund
|
16,400 | $231,240 |
All Filings in PDO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,177 | 1,375 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,266 | 330 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||