Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
PDO holding history
PIMCO Dynamic Income Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, 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)
- 85,176
- Value
- $1.14M
- % of portfolio
- 0.4%
- Quarters held
- 11
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 85,176 | $1.14M | 0.4% | −43,354−33.7% | Reduced | Holders |
| Q1 2026 | 128,530 | $1.66M | 0.6% | +128,530 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −26,775−100.0% | Sold out | Holders |
| Q4 2024 | 26,775 | $363.9K | 0.1% | +26,775 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −316,056−100.0% | Sold out | Holders |
| Q4 2023 | 316,056 | $3.88M | 1.6% | +200,921+174.5% | Added | Holders |
| Q3 2023 | 115,135 | $1.37M | 0.6% | +31,089+37.0% | Added | Holders |
| Q2 2023 | 84,046 | $1.11M | 0.5% | −782−0.9% | Reduced | Holders |
| Q1 2023 | 84,828 | $1.05M | 0.5% | +10,519+14.2% | Added | Holders |
| Q4 2022 | 74,309 | $948.9K | 0.4% | +31,917+75.3% | Added | Holders |
| Q3 2022 | 42,392 | $559.0K | 0.3% | −124,913−74.7% | Reduced | Holders |
| Q2 2022 | 167,305 | $2.32M | 1.1% | +76,415+84.1% | Added | Holders |
| Q1 2022 | 90,890 | $1.54M | 0.6% | +90,890 | New | Holders |