Superior Planning, LLC’s PIMCO Dynamic Income Fund PDI Stock Holding History

Superior Planning, 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	$99.5K	Buy	+7,091	New	+$110K	0.04%	243

Other funds holding PDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Superior Planning, LLC's PDI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in PIMCO Dynamic Income Fund (PDI) in Q3 2026: 7,091 shares worth $99.5K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings.

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

Superior Planning, LLC held 7,091 shares of PIMCO Dynamic Income Fund worth $99.5K as of Q3 2026.
PIMCO Dynamic Income Fund was a new Superior Planning, LLC position in Q3 2026.
PIMCO Dynamic Income Fund made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #243 holding.
273 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.