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Beacon Financial Advisory LLC → PDO
Beacon Financial Advisory LLC PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
4
Latest value
$128K
Q3 2026
Peak value
$147K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $147K |
| Q1 2026 | $138K |
| Q2 2026 | $142K |
| Q3 2026 | $128K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $128K | 10.8K | — | — |
| Q2 2026 | $142K | 10.7K | — | — |
| Q1 2026 | $138K | 10.6K | — | — |
| Q4 2025 | $147K | 10.6K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE