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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

PDO holding history

PIMCO Dynamic Income Opportunities Fund in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDO overviewAll 13F holders of PDOFull Q2 2026 holdings

Shares (Q2 2026)
24,928
Value
$329.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PDO by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,928$329.5K<0.1%00.0%UnchangedHolders
Q1 202624,928$322.3K<0.1%00.0%UnchangedHolders
Q4 202524,928$345.0K<0.1%00.0%UnchangedHolders
Q3 202524,928$352.0K<0.1%00.0%UnchangedHolders
Q2 202524,928$336.0K<0.1%−4,651−15.7%ReducedHolders
Q1 202529,579$410.6K<0.1%00.0%UnchangedHolders
Q4 202429,579$402.0K<0.1%00.0%UnchangedHolders
Q3 202429,579$417.7K<0.1%−6,583−18.2%ReducedHolders
Q2 202436,162$480.6K<0.1%−17,262−32.3%ReducedHolders
Q1 202453,424$703.6K<0.1%−17,366−24.5%ReducedHolders
Q4 202370,790$866.5K<0.1%+43,735+161.7%AddedHolders
Q3 202327,055$321.4K<0.1%00.0%UnchangedHolders
Q2 202327,055$353.3K<0.1%−35,000−56.4%ReducedHolders
Q1 202362,055$769.5K<0.1%−85,317−57.9%ReducedHolders
Q4 2022147,372$1.88M0.1%+10.0%AddedHolders
Q3 2022147,371$1.94M0.1%+2,898+2.0%AddedHolders
Q2 2022144,473$2.00M0.1%+6,583+4.8%AddedHolders
Q1 2022137,890$2.34M0.1%+15,000+12.2%AddedHolders
Q4 2021122,890$2.40M0.1%00.0%UnchangedHolders
Q3 2021122,890$2.58M0.1%−280.0%ReducedHolders
Q2 2021122,918$2.85M0.1%+3,098+2.6%AddedHolders
Q1 2021119,820$2.40M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.