SFL
PDI icon

Scheeler Financial LLC’s PIMCO Dynamic Income Fund PDI Stock Holding History

Scheeler Financial LLC’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$617K Buy
+43,977
New +$683K 0.47% 28

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Scheeler Financial LLC's PDI Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in PIMCO Dynamic Income Fund (PDI) in Q3 2026: 43,977 shares worth $617K. The stake represents 0.47% of the portfolio and ranks #28 among its holdings.

29 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Scheeler Financial LLC held 43,977 shares of PIMCO Dynamic Income Fund worth $617K as of Q3 2026.
  • PIMCO Dynamic Income Fund was a new Scheeler Financial LLC position in Q3 2026.
  • PIMCO Dynamic Income Fund made up 0.47% of Scheeler Financial LLC's portfolio in Q3 2026, its #28 holding.
  • 29 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.